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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 | $38,938 | $49,896-22.0% | $80,627-51.7% | $75,173-48.2% |
| Participation rate | 16.5% | 55.3%-38.9pp | 67.0%-50.5pp | 67.2%-50.7pp |
| Annual return | 18.40% | 34.67%-16.3pp | 936.76%-918.4pp | 160.72%-142.3pp |
| Employer contribution / active EE | $403 | $1,699-76.3% | $2,723-85.2% | $2,671-84.9% |
| Participant deferral / active EE | $1,137 | $2,992-62.0% | $4,443-74.4% | $4,126-72.4% |
| Admin fee / account holder | $1,737 | $3,578-51.5% | $5,381-67.7% | $5,651-69.3% |