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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 | $37,582 | $57,350-34.5% | $83,850-55.2% | $64,181-41.4% |
| Participation rate | 52.0% | 68.6%-16.6pp | 76.1%-24.1pp | 69.6%-17.6pp |
| Annual return | 11.17% | 11.38%-0.2pp | 850.92%-839.8pp | 7.63%+3.5pp |
| Employer contribution / active EE | $643 | $2,545-74.7% | $3,631-82.3% | $2,381-73.0% |
| Participant deferral / active EE | $1,278 | $2,993-57.3% | $4,082-68.7% | $3,470-63.2% |
| Admin fee / account holder | $524 | $4,046-87.1% | $5,478-90.4% | $4,887-89.3% |