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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 | $46,419 | $53,127-12.6% | $86,597-46.4% | $70,131-33.8% |
| Participation rate | 26.7% | 65.3%-38.6pp | 73.5%-46.9pp | 69.5%-42.9pp |
| Annual return | 15.26% | 27.66%-12.4pp | 964.96%-949.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $774 | $2,068-62.6% | $2,840-72.8% | $2,342-67.0% |
| Participant deferral / active EE | $2,920 | $2,696+8.3% | $3,609-19.1% | $3,332-12.4% |
| Admin fee / account holder | $978 | $3,585-72.7% | $4,906-80.1% | $4,645-78.9% |