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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 | $37,277 | $48,011-22.4% | $63,803-41.6% | $82,637-54.9% |
| Participation rate | 41.7% | 66.6%-24.9pp | 72.7%-31.0pp | 68.1%-26.4pp |
| Annual return | 15.93% | 19.84%-3.9pp | 543.72%-527.8pp | 53.51%-37.6pp |
| Employer contribution / active EE | $454 | $1,904-76.1% | $2,532-82.1% | $2,552-82.2% |
| Participant deferral / active EE | $1,404 | $2,846-50.7% | $3,843-63.5% | $4,126-66.0% |
| Admin fee / account holder | $1,477 | $3,873-61.9% | $5,196-71.6% | $7,339-79.9% |