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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 | $47,915 | $49,976-4.1% | $66,674-28.1% | $82,637-42.0% |
| Participation rate | 10.9% | 63.1%-52.2pp | 73.7%-62.7pp | 68.1%-57.1pp |
| Annual return | 18.80% | 39.09%-20.3pp | 321.24%-302.4pp | 53.51%-34.7pp |
| Employer contribution / active EE | $401 | $1,988-79.8% | $2,620-84.7% | $2,552-84.3% |
| Participant deferral / active EE | $862 | $2,847-69.7% | $4,084-78.9% | $4,126-79.1% |
| Admin fee / account holder | $833 | $4,594-81.9% | $5,098-83.7% | $7,339-88.6% |