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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 | $40,908 | $78,607-48.0% | $105,624-61.3% | $74,478-45.1% |
| Participation rate | 48.7% | 72.8%-24.1pp | 75.3%-26.5pp | 67.2%-18.5pp |
| Annual return | 15.00% | 15.96%-1.0pp | 116.20%-101.2pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,297 | $2,523-48.6% | $3,168-59.0% | $2,626-50.6% |
| Participant deferral / active EE | $2,530 | $4,325-41.5% | $5,013-49.5% | $4,350-41.8% |
| Admin fee / account holder | $2,124 | $2,220-4.3% | $10,961-80.6% | $1,946+9.2% |