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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 | $44,274 | $61,125-27.6% | $94,057-52.9% | $87,485-49.4% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.3%-23.3pp | 68.9%-18.9pp |
| Annual return | 16.64% | 35.20%-18.6pp | 480.62%-464.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,116 | $2,136-47.7% | $2,933-61.9% | $2,596-57.0% |
| Participant deferral / active EE | $2,169 | $3,260-33.5% | $4,709-53.9% | $4,274-49.3% |
| Admin fee / account holder | $551 | $5,629-90.2% | $7,244-92.4% | $7,775-92.9% |