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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 | $41,844 | $63,354-34.0% | $94,105-55.5% | $82,637-49.4% |
| Participation rate | 15.6% | 63.8%-48.2pp | 71.9%-56.3pp | 68.1%-52.4pp |
| Annual return | 13.40% | 34.36%-21.0pp | 204.55%-191.2pp | 53.51%-40.1pp |
| Employer contribution / active EE | $525 | $1,760-70.2% | $2,504-79.0% | $2,552-79.4% |
| Participant deferral / active EE | $1,025 | $2,873-64.3% | $3,881-73.6% | $4,126-75.2% |
| Admin fee / account holder | $993 | $5,073-80.4% | $6,199-84.0% | $7,339-86.5% |