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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 | $43,764 | $53,128-17.6% | $86,582-49.5% | $70,126-37.6% |
| Participation rate | 36.4% | 65.3%-28.9pp | 73.5%-37.2pp | 69.5%-33.2pp |
| Annual return | 13.44% | 27.66%-14.2pp | 965.08%-951.6pp | 73.15%-59.7pp |
| Employer contribution / active EE | $957 | $2,068-53.7% | $2,839-66.3% | $2,343-59.1% |
| Participant deferral / active EE | $1,268 | $2,695-53.0% | $3,609-64.9% | $3,332-61.9% |
| Admin fee / account holder | $829 | $3,584-76.9% | $4,904-83.1% | $4,645-82.2% |