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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 | $74,589 | $52,380+42.4% | $98,755-24.5% | $85,856-13.1% |
| Participation rate | 46.7% | 58.0%-11.3pp | 65.7%-19.1pp | 69.3%-22.7pp |
| Annual return | 12.38% | 25.82%-13.4pp | 49.91%-37.5pp | 318.58%-306.2pp |
| Employer contribution / active EE | $380 | $1,337-71.6% | $2,067-81.6% | $2,565-85.2% |
| Participant deferral / active EE | $1,521 | $2,101-27.6% | $3,035-49.9% | $3,952-61.5% |
| Admin fee / account holder | $2,055 | $3,865-46.8% | $4,076-49.6% | $6,261-67.2% |