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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 | $54,699 | $124,346-56.0% | $111,308-50.9% | $167,536-67.4% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.3pp |
| Annual return | 15.69% | 37.45%-21.8pp | 54.67%-39.0pp | 478.82%-463.1pp |
| Employer contribution / active EE | $1,296 | $3,437-62.3% | $2,732-52.6% | $4,839-73.2% |
| Participant deferral / active EE | $1,744 | $5,182-66.3% | $4,487-61.1% | $6,342-72.5% |
| Admin fee / account holder | $396 | $10,621-96.3% | $7,965-95.0% | $12,315-96.8% |