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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 | $45,135 | $41,150+9.7% | $80,627-44.0% | $71,511-36.9% |
| Participation rate | 20.4% | 50.3%-29.9pp | 67.0%-46.6pp | 67.9%-47.6pp |
| Annual return | 17.92% | 38.48%-20.6pp | 936.76%-918.8pp | 28.86%-10.9pp |
| Employer contribution / active EE | $449 | $1,515-70.4% | $2,723-83.5% | $2,589-82.7% |
| Participant deferral / active EE | $858 | $2,701-68.2% | $4,443-80.7% | $4,291-80.0% |
| Admin fee / account holder | $2,138 | $1,841+16.1% | $5,381-60.3% | $1,588+34.6% |