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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 | $105,284-54.8% | $150,734-68.4% | $94,015-49.4% |
| Participation rate | 40.6% | 71.7%-31.1pp | 78.4%-37.8pp | 70.8%-30.2pp |
| Annual return | 21.14% | 15.67%+5.5pp | 600.81%-579.7pp | 17.84%+3.3pp |
| Employer contribution / active EE | $1,419 | $3,599-60.6% | $4,918-71.2% | $2,790-49.2% |
| Participant deferral / active EE | $2,453 | $4,274-42.6% | $5,610-56.3% | $4,249-42.3% |
| Admin fee / account holder | $1,237 | $9,839-87.4% | $14,905-91.7% | $8,951-86.2% |