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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 | $80,674-46.2% | $119,126-63.6% | $64,340-32.5% |
| Participation rate | 31.4% | 55.2%-23.8pp | 75.8%-44.3pp | 55.2%-23.8pp |
| Annual return | 19.64% | 26.86%-7.2pp | 282.11%-262.5pp | 24.14%-4.5pp |
| Employer contribution / active EE | $982 | $2,564-61.7% | $4,034-75.7% | $1,862-47.3% |
| Participant deferral / active EE | $1,826 | $3,053-40.2% | $5,318-65.7% | $2,980-38.7% |
| Admin fee / account holder | $3,636 | $4,559-20.3% | $10,693-66.0% | $3,703-1.8% |