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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 | $47,561 | $88,672-46.4% | $105,223-54.8% | $82,448-42.3% |
| Participation rate | 40.6% | 67.9%-27.3pp | 75.0%-34.4pp | 68.1%-27.4pp |
| Annual return | 21.14% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,419 | $3,048-53.5% | $3,689-61.5% | $2,551-44.4% |
| Participant deferral / active EE | $2,453 | $4,036-39.2% | $5,072-51.6% | $4,139-40.7% |
| Admin fee / account holder | $1,237 | $7,146-82.7% | $8,859-86.0% | $7,234-82.9% |