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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 | $45,160 | $49,896-9.5% | $80,627-44.0% | $75,173-39.9% |
| Participation rate | 18.6% | 55.3%-36.7pp | 67.0%-48.4pp | 67.2%-48.6pp |
| Annual return | 18.80% | 34.67%-15.9pp | 936.76%-918.0pp | 160.72%-141.9pp |
| Employer contribution / active EE | $564 | $1,699-66.8% | $2,723-79.3% | $2,671-78.9% |
| Participant deferral / active EE | $1,615 | $2,992-46.0% | $4,443-63.7% | $4,126-60.9% |
| Admin fee / account holder | $2,293 | $3,578-35.9% | $5,381-57.4% | $5,651-59.4% |