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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 | $44,162 | $56,134-21.3% | $96,171-54.1% | $85,847-48.6% |
| Participation rate | 23.5% | 56.7%-33.2pp | 68.4%-44.9pp | 69.3%-45.8pp |
| Annual return | 15.49% | 42.30%-26.8pp | 192.04%-176.6pp | 318.61%-303.1pp |
| Employer contribution / active EE | $487 | $1,620-70.0% | $2,799-82.6% | $2,565-81.0% |
| Participant deferral / active EE | $1,945 | $2,858-31.9% | $4,350-55.3% | $3,952-50.8% |
| Admin fee / account holder | $2,421 | $3,769-35.8% | $5,538-56.3% | $6,261-61.3% |