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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 | $43,403 | $48,314-10.2% | $67,561-35.8% | $80,925-46.4% |
| Participation rate | 65.8% | 66.4%-0.6pp | 72.9%-7.1pp | 67.7%-1.8pp |
| Annual return | 18.64% | 18.28%+0.4pp | 3525.44%-3506.8pp | 35.65%-17.0pp |
| Employer contribution / active EE | $563 | $2,022-72.2% | $2,735-79.4% | $2,756-79.6% |
| Participant deferral / active EE | $1,985 | $2,927-32.2% | $4,003-50.4% | $4,299-53.8% |
| Admin fee / account holder | $305 | $3,690-91.7% | $4,006-92.4% | $6,940-95.6% |