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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 | $12,100 | $51,638-76.6% | $68,368-82.3% | $82,448-85.3% |
| Participation rate | 46.0% | 63.6%-17.6pp | 73.8%-27.8pp | 68.1%-22.1pp |
| Annual return | 16.78% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $581 | $2,047-71.6% | $2,649-78.1% | $2,551-77.2% |
| Participant deferral / active EE | $920 | $2,914-68.4% | $4,123-77.7% | $4,139-77.8% |
| Admin fee / account holder | $2,709 | $4,643-41.7% | $5,150-47.4% | $7,234-62.6% |