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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 | $43,460 | $53,128-18.2% | $86,582-49.8% | $70,126-38.0% |
| Participation rate | 41.4% | 65.3%-23.9pp | 73.5%-32.2pp | 69.5%-28.2pp |
| Annual return | 14.26% | 27.66%-13.4pp | 965.08%-950.8pp | 73.15%-58.9pp |
| Employer contribution / active EE | $346 | $2,068-83.3% | $2,839-87.8% | $2,343-85.2% |
| Participant deferral / active EE | $829 | $2,695-69.2% | $3,609-77.0% | $3,332-75.1% |
| Admin fee / account holder | $11,244 | $3,584+213.7% | $4,904+129.3% | $4,645+142.0% |