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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 | $43,963 | $27,876+57.7% | $83,854-47.6% | $65,191-32.6% |
| Participation rate | 12.8% | 23.2%-10.5pp | 59.1%-46.4pp | 63.0%-50.2pp |
| Annual return | 15.88% | 305.90%-290.0pp | 31.39%-15.5pp | 51.24%-35.4pp |
| Employer contribution / active EE | $211 | $472-55.3% | $1,017-79.2% | $2,400-91.2% |
| Participant deferral / active EE | $436 | $580-24.9% | $2,035-78.6% | $2,671-83.7% |
| Admin fee / account holder | $6,384 | $1,497+326.5% | $3,197+99.7% | $907+603.9% |