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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 | $42,720 | $73,787-42.1% | $98,716-56.7% | $82,448-48.2% |
| Participation rate | 27.9% | 61.4%-33.5pp | 69.3%-41.4pp | 68.1%-40.2pp |
| Annual return | 152.30% | 18.57%+133.7pp | 31.81%+120.5pp | 41.64%+110.7pp |
| Employer contribution / active EE | $643 | $1,511-57.5% | $2,279-71.8% | $2,551-74.8% |
| Participant deferral / active EE | $1,520 | $3,081-50.7% | $4,048-62.4% | $4,139-63.3% |
| Admin fee / account holder | $3,498 | $6,500-46.2% | $8,703-59.8% | $7,234-51.6% |