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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 | $40,597 | $55,902-27.4% | $76,030-46.6% | $80,959-49.9% |
| Participation rate | 48.5% | 62.1%-13.6pp | 69.1%-20.6pp | 67.7%-19.2pp |
| Annual return | 12.01% | 20.59%-8.6pp | 361.54%-349.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,440 | $1,867-22.9% | $2,688-46.4% | $2,757-47.8% |
| Participant deferral / active EE | $2,148 | $3,051-29.6% | $4,257-49.5% | $4,300-50.0% |
| Admin fee / account holder | $384 | $5,239-92.7% | $6,421-94.0% | $6,925-94.5% |