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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 | $38,671 | $48,364-20.0% | $71,796-46.1% | $62,881-38.5% |
| Participation rate | 15.7% | 60.6%-44.9pp | 69.1%-53.4pp | 69.3%-53.6pp |
| Annual return | 42.45% | 13.16%+29.3pp | 78.04%-35.6pp | 20.14%+22.3pp |
| Employer contribution / active EE | $446 | $1,042-57.2% | $1,924-76.8% | $2,281-80.5% |
| Participant deferral / active EE | $1,422 | $2,091-32.0% | $2,794-49.1% | $3,203-55.6% |
| Admin fee / account holder | $1,466 | $3,771-61.1% | $4,815-69.5% | $4,296-65.9% |