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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 | $44,197 | $49,896-11.4% | $80,627-45.2% | $75,173-41.2% |
| Participation rate | 11.9% | 55.3%-43.4pp | 67.0%-55.1pp | 67.2%-55.3pp |
| Annual return | 14.68% | 34.67%-20.0pp | 936.76%-922.1pp | 160.72%-146.0pp |
| Employer contribution / active EE | $407 | $1,699-76.0% | $2,723-85.0% | $2,671-84.7% |
| Participant deferral / active EE | $1,316 | $2,992-56.0% | $4,443-70.4% | $4,126-68.1% |
| Admin fee / account holder | $673 | $3,578-81.2% | $5,381-87.5% | $5,651-88.1% |