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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 | $45,784 | $58,234-21.4% | $81,783-44.0% | $80,874-43.4% |
| Participation rate | 38.7% | 63.4%-24.8pp | 72.4%-33.7pp | 67.6%-29.0pp |
| Annual return | 12.22% | 41.70%-29.5pp | 775.05%-762.8pp | 35.62%-23.4pp |
| Employer contribution / active EE | $845 | $2,341-63.9% | $2,913-71.0% | $2,756-69.3% |
| Participant deferral / active EE | $1,868 | $3,283-43.1% | $4,320-56.8% | $4,297-56.5% |
| Admin fee / account holder | $3,904 | $4,982-21.6% | $7,380-47.1% | $6,935-43.7% |