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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 | $43,180 | $91,198-52.7% | $178,503-75.8% | $79,856-45.9% |
| Participation rate | 51.3% | 69.2%-17.9pp | 81.9%-30.6pp | 69.6%-18.4pp |
| Annual return | 16.34% | 24.20%-7.9pp | 151.12%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,270 | $3,257-61.0% | $5,011-74.6% | $2,471-48.6% |
| Participant deferral / active EE | $3,214 | $3,237-0.7% | $5,202-38.2% | $3,741-14.1% |
| Admin fee / account holder | $2,482 | $6,748-63.2% | $13,987-82.3% | $5,306-53.2% |