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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 | $43,434 | $73,107-40.6% | $114,563-62.1% | $87,485-50.4% |
| Participation rate | 19.4% | 65.8%-46.4pp | 72.9%-53.5pp | 68.9%-49.6pp |
| Annual return | 13.92% | 19.47%-5.6pp | 241.09%-227.2pp | 26.06%-12.1pp |
| Employer contribution / active EE | $639 | $1,881-66.0% | $2,592-75.3% | $2,596-75.4% |
| Participant deferral / active EE | $1,129 | $3,144-64.1% | $4,142-72.7% | $4,274-73.6% |
| Admin fee / account holder | $6,118 | $5,770+6.0% | $7,623-19.7% | $7,775-21.3% |