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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 | $45,654 | $82,133-44.4% | $147,318-69.0% | $64,097-28.8% |
| Participation rate | 13.0% | 62.3%-49.3pp | 82.1%-69.1pp | 55.2%-42.2pp |
| Annual return | 15.72% | 78.78%-63.1pp | 70.43%-54.7pp | 34.64%-18.9pp |
| Employer contribution / active EE | $999 | $2,872-65.2% | $4,593-78.3% | $1,891-47.2% |
| Participant deferral / active EE | $2,632 | $5,407-51.3% | $7,906-66.7% | $3,080-14.5% |
| Admin fee / account holder | $8,560 | $3,730+129.5% | $13,708-37.6% | $3,454+147.8% |