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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 | $46,550 | $61,815-24.7% | $97,295-52.2% | $80,959-42.5% |
| Participation rate | 45.0% | 63.5%-18.5pp | 72.7%-27.7pp | 67.7%-22.7pp |
| Annual return | 15.03% | -558.73%+573.8pp | 75.62%-60.6pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,192 | $1,836-35.1% | $2,723-56.2% | $2,757-56.8% |
| Participant deferral / active EE | $2,156 | $3,027-28.8% | $4,264-49.4% | $4,300-49.9% |
| Admin fee / account holder | $424 | $5,166-91.8% | $5,646-92.5% | $6,925-93.9% |