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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 | $47,345 | $80,332-41.1% | $107,187-55.8% | $64,097-26.1% |
| Participation rate | 45.9% | 54.4%-8.5pp | 75.0%-29.1pp | 55.2%-9.3pp |
| Annual return | 13.41% | 24.26%-10.9pp | 204.55%-191.1pp | 34.64%-21.2pp |
| Employer contribution / active EE | $1,231 | $2,501-50.8% | $3,782-67.5% | $1,891-34.9% |
| Participant deferral / active EE | $2,906 | $3,109-6.5% | $5,096-43.0% | $3,080-5.6% |
| Admin fee / account holder | $2,177 | $4,314-49.5% | $9,162-76.2% | $3,454-37.0% |