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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 | $46,436 | $51,184-9.3% | $66,439-30.1% | $86,983-46.6% |
| Participation rate | 34.8% | 68.5%-33.7pp | 74.5%-39.7pp | 69.5%-34.8pp |
| Annual return | 13.79% | 17.07%-3.3pp | 757.66%-743.9pp | 25.83%-12.0pp |
| Employer contribution / active EE | $711 | $2,023-64.9% | $2,637-73.0% | $2,584-72.5% |
| Participant deferral / active EE | $1,070 | $2,927-63.5% | $3,876-72.4% | $4,194-74.5% |
| Admin fee / account holder | $2,313 | $4,154-44.3% | $6,173-62.5% | $7,856-70.6% |