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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 | $46,707 | $89,370-47.7% | $141,197-66.9% | $72,976-36.0% |
| Participation rate | 47.2% | 75.1%-27.9pp | 82.5%-35.3pp | 69.5%-22.3pp |
| Annual return | 22.23% | 111.88%-89.6pp | 71.41%-49.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $1,774 | $3,115-43.1% | $4,736-62.6% | $2,440-27.3% |
| Participant deferral / active EE | $3,410 | $5,419-37.1% | $6,710-49.2% | $3,608-5.5% |
| Admin fee / account holder | $5,030 | $5,957-15.6% | $10,265-51.0% | $5,124-1.8% |