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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 | $44,584 | $95,383-53.3% | $185,837-76.0% | $85,856-48.1% |
| Participation rate | 42.3% | 68.8%-26.5pp | 81.7%-39.4pp | 69.3%-27.0pp |
| Annual return | 11.94% | 23.59%-11.6pp | 122.08%-110.1pp | 318.58%-306.6pp |
| Employer contribution / active EE | $730 | $3,313-78.0% | $5,168-85.9% | $2,565-71.6% |
| Participant deferral / active EE | $1,321 | $3,423-61.4% | $5,568-76.3% | $3,952-66.6% |
| Admin fee / account holder | $2,388 | $7,213-66.9% | $16,241-85.3% | $6,261-61.9% |