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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 | $39,214 | $93,345-58.0% | $119,126-67.1% | $87,485-55.2% |
| Participation rate | 50.0% | 68.7%-18.7pp | 75.8%-25.8pp | 68.9%-18.9pp |
| Annual return | 17.62% | 19.08%-1.5pp | 282.11%-264.5pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,479 | $3,172-53.4% | $4,034-63.3% | $2,596-43.0% |
| Participant deferral / active EE | $2,081 | $4,099-49.2% | $5,318-60.9% | $4,274-51.3% |
| Admin fee / account holder | $3,065 | $8,039-61.9% | $10,693-71.3% | $7,775-60.6% |