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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 | $44,684 | $75,832-41.1% | $147,617-69.7% | $59,633-25.1% |
| Participation rate | 49.2% | 71.6%-22.4pp | 84.6%-35.5pp | 68.7%-19.5pp |
| Annual return | 2.47% | 0.37%+2.1pp | 61.98%-59.5pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,155 | $3,485-66.9% | $5,564-79.2% | $2,203-47.6% |
| Participant deferral / active EE | $3,549 | $3,131+13.4% | $4,895-27.5% | $3,192+11.2% |
| Admin fee / account holder | $947 | $5,986-84.2% | $11,612-91.8% | $4,297-78.0% |