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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 | $96,731-50.8% | $123,973-61.6% | $86,983-45.3% |
| Participation rate | 40.6% | 70.0%-29.4pp | 76.7%-36.0pp | 69.5%-28.9pp |
| Annual return | 21.14% | 17.33%+3.8pp | 388.13%-367.0pp | 25.83%-4.7pp |
| Employer contribution / active EE | $1,419 | $3,297-57.0% | $4,126-65.6% | $2,584-45.1% |
| Participant deferral / active EE | $2,453 | $4,152-40.9% | $5,247-53.3% | $4,194-41.5% |
| Admin fee / account holder | $1,237 | $8,722-85.8% | $11,799-89.5% | $7,856-84.3% |