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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 | $47,142 | $149,741-68.5% | $118,914-60.4% | $158,982-70.3% |
| Participation rate | 68.4% | 82.1%-13.7pp | 75.4%-7.0pp | 82.0%-13.5pp |
| Annual return | 17.43% | 19.94%-2.5pp | 35.89%-18.5pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,452 | $4,119-64.7% | $3,264-55.5% | $4,763-69.5% |
| Participant deferral / active EE | $3,842 | $5,226-26.5% | $4,266-9.9% | $5,983-35.8% |
| Admin fee / account holder | $542 | $8,607-93.7% | $6,582-91.8% | $11,252-95.2% |