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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 | $45,384 | $84,712-46.4% | $304,612-85.1% | $84,712-46.4% |
| Participation rate | 47.4% | 58.1%-10.7pp | 81.9%-34.5pp | 58.1%-10.7pp |
| Annual return | 19.42% | 15.22%+4.2pp | 329.91%-310.5pp | 15.22%+4.2pp |
| Employer contribution / active EE | $976 | $2,451-60.2% | $7,476-86.9% | $2,451-60.2% |
| Participant deferral / active EE | $2,380 | $3,010-20.9% | $5,388-55.8% | $3,010-20.9% |
| Admin fee / account holder | $1,870 | $7,361-74.6% | $12,962-85.6% | $7,361-74.6% |