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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 | $46,361 | $52,279-11.3% | $89,414-48.2% | $79,852-41.9% |
| Participation rate | 20.8% | 57.5%-36.8pp | 68.0%-47.2pp | 69.6%-48.9pp |
| Annual return | 37.11% | 22.16%+14.9pp | 245.50%-208.4pp | 31.72%+5.4pp |
| Employer contribution / active EE | $418 | $1,572-73.4% | $2,586-83.8% | $2,471-83.1% |
| Participant deferral / active EE | $2,556 | $2,740-6.7% | $3,890-34.3% | $3,740-31.7% |
| Admin fee / account holder | $471 | $3,356-86.0% | $4,883-90.3% | $5,306-91.1% |