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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 | $42,871 | $83,369-48.6% | $105,223-59.3% | $67,986-36.9% |
| Participation rate | 42.1% | 56.3%-14.1pp | 75.0%-32.9pp | 57.2%-15.1pp |
| Annual return | 13.21% | 24.64%-11.4pp | 180.65%-167.4pp | 31.67%-18.5pp |
| Employer contribution / active EE | $929 | $2,541-63.4% | $3,689-74.8% | $2,019-54.0% |
| Participant deferral / active EE | $1,952 | $3,295-40.8% | $5,072-61.5% | $3,358-41.9% |
| Admin fee / account holder | $9,320 | $4,073+128.9% | $8,859+5.2% | $3,203+191.0% |