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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 | $45,369 | $104,251-56.5% | $91,004-50.1% | $147,586-69.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 16.39% | 27.06%-10.7pp | 4.60%+11.8pp | 578.59%-562.2pp |
| Employer contribution / active EE | $526 | $3,116-83.1% | $2,456-78.6% | $4,876-89.2% |
| Participant deferral / active EE | $3,518 | $4,195-16.1% | $3,548-0.8% | $5,439-35.3% |
| Admin fee / account holder | $2,896 | $8,948-67.6% | $5,417-46.5% | $10,886-73.4% |