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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 | $46,623 | $62,164-25.0% | $81,482-42.8% | $74,400-37.3% |
| Participation rate | 26.4% | 64.1%-37.7pp | 69.5%-43.1pp | 67.2%-40.8pp |
| Annual return | 32.45% | 16.50%+15.9pp | 24.79%+7.7pp | 1367.51%-1335.1pp |
| Employer contribution / active EE | $751 | $1,884-60.1% | $2,463-69.5% | $2,624-71.4% |
| Participant deferral / active EE | $1,735 | $3,230-46.3% | $3,885-55.3% | $4,348-60.1% |
| Admin fee / account holder | $2,851 | $1,923+48.3% | $5,761-50.5% | $1,944+46.7% |