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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 | $46,289 | $53,128-12.9% | $86,582-46.5% | $70,126-34.0% |
| Participation rate | 38.7% | 65.3%-26.6pp | 73.5%-34.8pp | 69.5%-30.8pp |
| Annual return | 18.88% | 27.66%-8.8pp | 965.08%-946.2pp | 73.15%-54.3pp |
| Employer contribution / active EE | $857 | $2,068-58.5% | $2,839-69.8% | $2,343-63.4% |
| Participant deferral / active EE | $1,348 | $2,695-50.0% | $3,609-62.7% | $3,332-59.6% |
| Admin fee / account holder | $7,343 | $3,584+104.9% | $4,904+49.7% | $4,645+58.1% |