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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 | $43,622 | $48,432-9.9% | $121,204-64.0% | $71,511-39.0% |
| Participation rate | 24.4% | 54.3%-29.9pp | 69.5%-45.1pp | 67.9%-43.5pp |
| Annual return | 16.39% | 23.28%-6.9pp | 987.18%-970.8pp | 28.86%-12.5pp |
| Employer contribution / active EE | $497 | $1,493-66.7% | $4,170-88.1% | $2,589-80.8% |
| Participant deferral / active EE | $1,069 | $2,756-61.2% | $4,083-73.8% | $4,291-75.1% |
| Admin fee / account holder | $2,083 | $1,845+12.9% | $5,651-63.1% | $1,588+31.2% |