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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 | $37,644 | $67,823-44.5% | $52,425-28.2% | $137,256-72.6% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 12.17% | 219.11%-206.9pp | 302.12%-290.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $424 | $1,163-63.6% | $914-53.6% | $4,156-89.8% |
| Participant deferral / active EE | $1,552 | $2,288-32.1% | $1,790-13.3% | $6,407-75.8% |
| Admin fee / account holder | $831 | $2,844-70.8% | $2,495-66.7% | $12,270-93.2% |