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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 | $46,239 | $157,276-70.6% | $141,177-67.2% | $152,885-69.8% |
| Participation rate | 30.4% | 84.8%-54.4pp | 82.5%-52.0pp | 82.5%-52.0pp |
| Annual return | 24.64% | 64.33%-39.7pp | 71.40%-46.8pp | 345.39%-320.8pp |
| Employer contribution / active EE | $1,466 | $5,262-72.1% | $4,736-69.1% | $4,763-69.2% |
| Participant deferral / active EE | $3,813 | $7,110-46.4% | $6,710-43.2% | $5,851-34.8% |
| Admin fee / account holder | $871 | $12,123-92.8% | $10,263-91.5% | $11,598-92.5% |