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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 | $38,440 | $49,891-23.0% | $80,607-52.3% | $75,181-48.9% |
| Participation rate | 45.5% | 55.3%-9.9pp | 67.0%-21.6pp | 67.2%-21.7pp |
| Annual return | 14.91% | 34.67%-19.8pp | 936.11%-921.2pp | 160.69%-145.8pp |
| Employer contribution / active EE | $414 | $1,698-75.6% | $2,724-84.8% | $2,671-84.5% |
| Participant deferral / active EE | $4,972 | $2,991+66.2% | $4,448+11.8% | $4,126+20.5% |
| Admin fee / account holder | $3,022 | $3,578-15.5% | $5,379-43.8% | $5,650-46.5% |