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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 | $44,564 | $43,496+2.5% | $161,489-72.4% | $64,340-30.7% |
| Participation rate | 33.1% | 53.5%-20.5pp | 78.7%-45.6pp | 55.2%-22.2pp |
| Annual return | 11.16% | 20.76%-9.6pp | 89.72%-78.6pp | 24.14%-13.0pp |
| Employer contribution / active EE | $808 | $1,431-43.5% | $4,268-81.1% | $1,862-56.6% |
| Participant deferral / active EE | $1,258 | $1,996-36.9% | $5,630-77.6% | $2,980-57.8% |
| Admin fee / account holder | $888 | $2,330-61.9% | $16,006-94.5% | $3,703-76.0% |