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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 | $46,221 | $91,167-49.3% | $178,498-74.1% | $79,858-42.1% |
| Participation rate | 43.8% | 69.2%-25.5pp | 81.9%-38.2pp | 69.6%-25.9pp |
| Annual return | 15.97% | 24.19%-8.2pp | 151.09%-135.1pp | 31.72%-15.7pp |
| Employer contribution / active EE | $992 | $3,255-69.5% | $5,011-80.2% | $2,471-59.8% |
| Participant deferral / active EE | $2,943 | $3,236-9.0% | $5,202-43.4% | $3,740-21.3% |
| Admin fee / account holder | $2,810 | $6,747-58.3% | $13,985-79.9% | $5,306-47.0% |