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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 | $40,098 | $55,889-28.3% | $76,119-47.3% | $80,935-50.5% |
| Participation rate | 41.5% | 62.1%-20.6pp | 69.1%-27.6pp | 67.7%-26.2pp |
| Annual return | 15.75% | 20.58%-4.8pp | 361.25%-345.5pp | 35.66%-19.9pp |
| Employer contribution / active EE | $452 | $1,866-75.8% | $2,693-83.2% | $2,757-83.6% |
| Participant deferral / active EE | $2,138 | $3,051-29.9% | $4,259-49.8% | $4,299-50.3% |
| Admin fee / account holder | $2,866 | $5,241-45.3% | $6,421-55.4% | $6,924-58.6% |