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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 | $45,661 | $49,896-8.5% | $80,627-43.4% | $75,173-39.3% |
| Participation rate | 24.0% | 55.3%-31.3pp | 67.0%-43.0pp | 67.2%-43.2pp |
| Annual return | 18.77% | 34.67%-15.9pp | 936.76%-918.0pp | 160.72%-141.9pp |
| Employer contribution / active EE | $509 | $1,699-70.0% | $2,723-81.3% | $2,671-80.9% |
| Participant deferral / active EE | $1,290 | $2,992-56.9% | $4,443-71.0% | $4,126-68.7% |
| Admin fee / account holder | $6,767 | $3,578+89.1% | $5,381+25.8% | $5,651+19.8% |