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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 | $44,739 | $211,224-78.8% | $178,505-74.9% | $145,897-69.3% |
| Participation rate | 45.8% | 80.8%-35.0pp | 77.1%-31.3pp | 80.3%-34.5pp |
| Annual return | 12.64% | 30.28%-17.6pp | 27.16%-14.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,401 | $4,577-69.4% | $3,955-64.6% | $4,663-69.9% |
| Participant deferral / active EE | $4,215 | $6,966-39.5% | $6,280-32.9% | $6,689-37.0% |
| Admin fee / account holder | $9,089 | $12,109-24.9% | $10,428-12.8% | $13,390-32.1% |