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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 | $47,484 | $103,392-54.1% | $87,104-45.5% | $152,897-68.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 22.01% | 28.10%-6.1pp | 28.19%-6.2pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,652 | $3,221-48.7% | $2,521-34.5% | $4,764-65.3% |
| Participant deferral / active EE | $3,899 | $4,778-18.4% | $4,048-3.7% | $5,851-33.4% |
| Admin fee / account holder | $2,042 | $12,194-83.3% | $7,491-72.7% | $11,599-82.4% |