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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 | $48,755 | $47,479+2.7% | $62,929-22.5% | $82,448-40.9% |
| Participation rate | 16.7% | 66.9%-50.2pp | 73.1%-56.4pp | 68.1%-51.4pp |
| Annual return | 21.74% | 20.34%+1.4pp | 1063.93%-1042.2pp | 41.64%-19.9pp |
| Employer contribution / active EE | $355 | $1,885-81.2% | $2,505-85.8% | $2,551-86.1% |
| Participant deferral / active EE | $1,083 | $2,870-62.3% | $3,888-72.2% | $4,139-73.8% |
| Admin fee / account holder | $442 | $3,804-88.4% | $5,065-91.3% | $7,234-93.9% |