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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 | $43,679 | $107,030-59.2% | $73,550-40.6% | $147,586-70.4% |
| Participation rate | 9.5% | 66.4%-56.9pp | 54.9%-45.4pp | 82.8%-73.3pp |
| Annual return | 23.91% | 38.25%-14.3pp | -15.16%+39.1pp | 578.59%-554.7pp |
| Employer contribution / active EE | $229 | $1,760-87.0% | $1,219-81.2% | $4,876-95.3% |
| Participant deferral / active EE | $1,753 | $2,458-28.7% | $1,804-2.8% | $5,439-67.8% |
| Admin fee / account holder | $1,766 | $3,055-42.2% | $2,320-23.9% | $10,886-83.8% |