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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 | $49,202 | $42,546+15.6% | $71,796-31.5% | $55,167-10.8% |
| Participation rate | 42.6% | 59.1%-16.5pp | 69.1%-26.5pp | 69.0%-26.4pp |
| Annual return | 5.57% | 12.36%-6.8pp | 78.04%-72.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $534 | $803-33.5% | $1,924-72.2% | $1,963-72.8% |
| Participant deferral / active EE | $2,356 | $2,064+14.1% | $2,794-15.7% | $3,054-22.9% |
| Admin fee / account holder | $1,742 | $650+168.1% | $4,815-63.8% | $504+245.6% |