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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 | $42,649 | $98,760-56.8% | $149,715-71.5% | $79,858-46.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 15.84% | 27.43%-11.6pp | 276.66%-260.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,385 | $3,217-56.9% | $4,645-70.2% | $2,471-43.9% |
| Participant deferral / active EE | $3,478 | $5,681-38.8% | $6,842-49.2% | $3,740-7.0% |
| Admin fee / account holder | $3,729 | $6,053-38.4% | $9,310-59.9% | $5,306-29.7% |