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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 | $48,098 | $86,288-44.3% | $111,306-56.8% | $85,851-44.0% |
| Participation rate | 37.7% | 73.3%-35.6pp | 77.3%-39.6pp | 69.3%-31.6pp |
| Annual return | 11.02% | 19.99%-9.0pp | 54.67%-43.7pp | 318.63%-307.6pp |
| Employer contribution / active EE | $1,019 | $2,044-50.2% | $2,732-62.7% | $2,565-60.3% |
| Participant deferral / active EE | $2,487 | $3,641-31.7% | $4,488-44.6% | $3,952-37.1% |
| Admin fee / account holder | $681 | $8,189-91.7% | $7,966-91.4% | $6,261-89.1% |