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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 | $49,745 | $93,345-46.7% | $119,126-58.2% | $87,485-43.1% |
| Participation rate | 50.0% | 68.7%-18.7pp | 75.8%-25.8pp | 68.9%-18.9pp |
| Annual return | 16.86% | 19.08%-2.2pp | 282.11%-265.2pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,301 | $3,172-59.0% | $4,034-67.7% | $2,596-49.9% |
| Participant deferral / active EE | $1,965 | $4,099-52.1% | $5,318-63.1% | $4,274-54.0% |
| Admin fee / account holder | $2,942 | $8,039-63.4% | $10,693-72.5% | $7,775-62.2% |