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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 | $41,628 | $51,638-19.4% | $68,368-39.1% | $82,448-49.5% |
| Participation rate | 13.4% | 63.6%-50.2pp | 73.8%-60.3pp | 68.1%-54.7pp |
| Annual return | 21.07% | 37.53%-16.5pp | 292.57%-271.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $326 | $2,047-84.1% | $2,649-87.7% | $2,551-87.2% |
| Participant deferral / active EE | $1,132 | $2,914-61.2% | $4,123-72.6% | $4,139-72.7% |
| Admin fee / account holder | $546 | $4,643-88.2% | $5,150-89.4% | $7,234-92.5% |