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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,650 | $67,823-29.7% | $52,425-9.1% | $137,256-65.3% |
| Participation rate | 26.1% | 63.9%-37.8pp | 55.6%-29.5pp | 80.0%-53.9pp |
| Annual return | 14.70% | 219.11%-204.4pp | 302.12%-287.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $768 | $1,163-34.0% | $914-16.0% | $4,156-81.5% |
| Participant deferral / active EE | $1,727 | $2,288-24.5% | $1,790-3.5% | $6,407-73.0% |
| Admin fee / account holder | $4,020 | $2,844+41.3% | $2,495+61.1% | $12,270-67.2% |