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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 | $44,058 | $51,638-14.7% | $68,368-35.6% | $82,448-46.6% |
| Participation rate | 24.4% | 63.6%-39.2pp | 73.8%-49.4pp | 68.1%-43.7pp |
| Annual return | 22.64% | 37.53%-14.9pp | 292.57%-269.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $535 | $2,047-73.8% | $2,649-79.8% | $2,551-79.0% |
| Participant deferral / active EE | $1,525 | $2,914-47.7% | $4,123-63.0% | $4,139-63.2% |
| Admin fee / account holder | $1,703 | $4,643-63.3% | $5,150-66.9% | $7,234-76.5% |