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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 | $43,048 | $23,330+84.5% | $64,489-33.2% | $82,448-47.8% |
| Participation rate | 21.1% | 68.3%-47.2pp | 67.7%-46.6pp | 68.1%-47.0pp |
| Annual return | 16.04% | 83.66%-67.6pp | 55.03%-39.0pp | 41.64%-25.6pp |
| Employer contribution / active EE | $681 | $824-17.4% | $1,523-55.3% | $2,551-73.3% |
| Participant deferral / active EE | $904 | $1,707-47.0% | $2,778-67.4% | $4,139-78.1% |
| Admin fee / account holder | $712 | $2,946-75.8% | $4,260-83.3% | $7,234-90.2% |