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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 | $33,241 | $58,828-43.5% | $78,002-57.4% | $62,881-47.1% |
| Participation rate | 46.2% | 71.1%-24.9pp | 75.5%-29.4pp | 69.3%-23.2pp |
| Annual return | 10.21% | 17.16%-6.9pp | 425.99%-415.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,138 | $1,672-31.9% | $2,470-53.9% | $2,281-50.1% |
| Participant deferral / active EE | $1,515 | $2,686-43.6% | $3,497-56.7% | $3,203-52.7% |
| Admin fee / account holder | $795 | $4,393-81.9% | $5,481-85.5% | $4,296-81.5% |