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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 | $43,405 | $83,843-48.2% | $123,973-65.0% | $65,306-33.5% |
| Participation rate | 31.4% | 56.0%-24.5pp | 76.7%-45.2pp | 57.7%-26.2pp |
| Annual return | 19.64% | 19.87%-0.2pp | 388.13%-368.5pp | 21.94%-2.3pp |
| Employer contribution / active EE | $982 | $2,873-65.8% | $4,126-76.2% | $1,967-50.1% |
| Participant deferral / active EE | $1,826 | $2,997-39.1% | $5,247-65.2% | $2,959-38.3% |
| Admin fee / account holder | $3,636 | $4,735-23.2% | $11,799-69.2% | $3,480+4.5% |