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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 | $41,098 | $89,259-54.0% | $107,187-61.7% | $82,637-50.3% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 16.55% | 21.02%-4.5pp | 204.55%-188.0pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,230 | $3,080-27.6% | $3,782-41.0% | $2,552-12.6% |
| Participant deferral / active EE | $4,010 | $4,037-0.7% | $5,096-21.3% | $4,126-2.8% |
| Admin fee / account holder | $3,192 | $7,381-56.8% | $9,162-65.2% | $7,339-56.5% |