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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 | $44,851 | $47,105-4.8% | $68,368-34.4% | $67,986-34.0% |
| Participation rate | 25.8% | 51.8%-26.0pp | 73.8%-47.9pp | 57.2%-31.4pp |
| Annual return | 12.96% | 48.37%-35.4pp | 292.57%-279.6pp | 31.67%-18.7pp |
| Employer contribution / active EE | $326 | $1,859-82.4% | $2,649-87.7% | $2,019-83.8% |
| Participant deferral / active EE | $1,191 | $2,374-49.8% | $4,123-71.1% | $3,358-64.5% |
| Admin fee / account holder | $1,779 | $2,435-26.9% | $5,150-65.4% | $3,203-44.4% |