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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 | $93,345-49.0% | $119,126-60.1% | $87,485-45.6% |
| Participation rate | 40.6% | 68.7%-28.1pp | 75.8%-35.1pp | 68.9%-28.3pp |
| Annual return | 21.14% | 19.08%+2.1pp | 282.11%-261.0pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,419 | $3,172-55.3% | $4,034-64.8% | $2,596-45.4% |
| Participant deferral / active EE | $2,453 | $4,099-40.2% | $5,318-53.9% | $4,274-42.6% |
| Admin fee / account holder | $1,237 | $8,039-84.6% | $10,693-88.4% | $7,775-84.1% |