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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 | $46,805 | $98,766-52.6% | $149,730-68.7% | $79,852-41.4% |
| Participation rate | 52.8% | 75.8%-23.0pp | 82.5%-29.7pp | 69.6%-16.9pp |
| Annual return | 15.96% | 27.43%-11.5pp | 276.70%-260.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,763 | $3,217-45.2% | $4,645-62.1% | $2,471-28.7% |
| Participant deferral / active EE | $3,730 | $5,681-34.3% | $6,843-45.5% | $3,740-0.3% |
| Admin fee / account holder | $1,067 | $6,052-82.4% | $9,310-88.5% | $5,306-79.9% |