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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 | $44,861 | $107,030-58.1% | $73,550-39.0% | $147,586-69.6% |
| Participation rate | 23.5% | 66.4%-42.8pp | 54.9%-31.4pp | 82.8%-59.3pp |
| Annual return | 14.01% | 38.25%-24.2pp | -15.16%+29.2pp | 578.59%-564.6pp |
| Employer contribution / active EE | $450 | $1,760-74.4% | $1,219-63.1% | $4,876-90.8% |
| Participant deferral / active EE | $1,747 | $2,458-28.9% | $1,804-3.2% | $5,439-67.9% |
| Admin fee / account holder | $662 | $3,055-78.3% | $2,320-71.5% | $10,886-93.9% |