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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 | $93,345-51.6% | $119,126-62.1% | $87,485-48.4% |
| Participation rate | 48.1% | 68.7%-20.6pp | 75.8%-27.6pp | 68.9%-20.8pp |
| Annual return | 17.10% | 19.08%-2.0pp | 282.11%-265.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,029 | $3,172-67.6% | $4,034-74.5% | $2,596-60.4% |
| Participant deferral / active EE | $3,410 | $4,099-16.8% | $5,318-35.9% | $4,274-20.2% |
| Admin fee / account holder | $4,276 | $8,039-46.8% | $10,693-60.0% | $7,775-45.0% |