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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 | $46,199 | $55,889-17.3% | $76,119-39.3% | $80,935-42.9% |
| Participation rate | 47.6% | 62.1%-14.5pp | 69.1%-21.5pp | 67.7%-20.1pp |
| Annual return | 11.98% | 20.58%-8.6pp | 361.25%-349.3pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,008 | $1,866-46.0% | $2,693-62.5% | $2,757-63.4% |
| Participant deferral / active EE | $2,598 | $3,051-14.9% | $4,259-39.0% | $4,299-39.6% |
| Admin fee / account holder | $1,275 | $5,241-75.7% | $6,421-80.1% | $6,924-81.6% |