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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 | $45,892 | $48,011-4.4% | $63,803-28.1% | $82,637-44.5% |
| Participation rate | 28.0% | 66.6%-38.6pp | 72.7%-44.7pp | 68.1%-40.1pp |
| Annual return | 16.91% | 19.84%-2.9pp | 543.72%-526.8pp | 53.51%-36.6pp |
| Employer contribution / active EE | $370 | $1,904-80.5% | $2,532-85.4% | $2,552-85.5% |
| Participant deferral / active EE | $944 | $2,846-66.8% | $3,843-75.4% | $4,126-77.1% |
| Admin fee / account holder | $7,368 | $3,873+90.2% | $5,196+41.8% | $7,339+0.4% |