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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 | $42,976 | $99,957-57.0% | $149,715-71.3% | $73,493-41.5% |
| Participation rate | 47.2% | 75.7%-28.5pp | 82.5%-35.3pp | 70.7%-23.5pp |
| Annual return | 17.05% | 53.87%-36.8pp | 276.66%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,418 | $3,191-55.6% | $4,645-69.5% | $2,270-37.6% |
| Participant deferral / active EE | $2,779 | $6,073-54.2% | $6,842-59.4% | $3,740-25.7% |
| Admin fee / account holder | $588 | $551+6.8% | $9,310-93.7% | $513+14.6% |