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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 | $40,516 | $89,367-54.7% | $141,191-71.3% | $72,975-44.5% |
| Participation rate | 47.1% | 75.1%-28.1pp | 82.5%-35.4pp | 69.5%-22.4pp |
| Annual return | 24.59% | 111.87%-87.3pp | 71.41%-46.8pp | 81.01%-56.4pp |
| Employer contribution / active EE | $1,747 | $3,115-43.9% | $4,736-63.1% | $2,440-28.4% |
| Participant deferral / active EE | $2,597 | $5,419-52.1% | $6,710-61.3% | $3,608-28.0% |
| Admin fee / account holder | $630 | $5,957-89.4% | $10,264-93.9% | $5,124-87.7% |