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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 | $28,687 | $85,790-66.6% | $67,313-57.4% | $135,380-78.8% |
| Participation rate | 45.5% | 76.5%-31.0pp | 69.1%-23.6pp | 82.6%-37.2pp |
| Annual return | 44.46% | -0.54%+45.0pp | -4.08%+48.5pp | 519.81%-475.3pp |
| Employer contribution / active EE | $974 | $3,487-72.1% | $2,566-62.0% | $4,779-79.6% |
| Participant deferral / active EE | $1,833 | $4,651-60.6% | $3,568-48.6% | $5,609-67.3% |
| Admin fee / account holder | $304 | $6,392-95.2% | $4,507-93.3% | $10,828-97.2% |