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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 | $46,512 | $80,674-42.3% | $119,126-61.0% | $64,340-27.7% |
| Participation rate | 43.8% | 55.2%-11.4pp | 75.8%-32.0pp | 55.2%-11.4pp |
| Annual return | 12.77% | 26.86%-14.1pp | 282.11%-269.3pp | 24.14%-11.4pp |
| Employer contribution / active EE | $1,191 | $2,564-53.6% | $4,034-70.5% | $1,862-36.0% |
| Participant deferral / active EE | $2,504 | $3,053-18.0% | $5,318-52.9% | $2,980-16.0% |
| Admin fee / account holder | $3,907 | $4,559-14.3% | $10,693-63.5% | $3,703+5.5% |