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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 | $42,237 | $127,689-66.9% | $146,866-71.2% | $65,191-35.2% |
| Participation rate | 19.6% | 68.4%-48.8pp | 82.5%-62.9pp | 63.0%-43.4pp |
| Annual return | 19.11% | 22.89%-3.8pp | 102.85%-83.7pp | 51.24%-32.1pp |
| Employer contribution / active EE | $452 | $4,150-89.1% | $4,425-89.8% | $2,400-81.2% |
| Participant deferral / active EE | $1,021 | $6,458-84.2% | $7,759-86.8% | $2,671-61.8% |
| Admin fee / account holder | $2,664 | $1,041+155.9% | $13,620-80.4% | $907+193.7% |