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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 | $45,160 | $88,672-49.1% | $105,223-57.1% | $82,448-45.2% |
| Participation rate | 48.1% | 67.9%-19.8pp | 75.0%-26.9pp | 68.1%-19.9pp |
| Annual return | 17.10% | 30.86%-13.8pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,029 | $3,048-66.2% | $3,689-72.1% | $2,551-59.7% |
| Participant deferral / active EE | $3,410 | $4,036-15.5% | $5,072-32.8% | $4,139-17.6% |
| Admin fee / account holder | $4,276 | $7,146-40.2% | $8,859-51.7% | $7,234-40.9% |