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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 | $41,620 | $89,259-53.4% | $107,187-61.2% | $82,637-49.6% |
| Participation rate | 49.1% | 67.9%-18.9pp | 75.0%-26.0pp | 68.1%-19.0pp |
| Annual return | 17.31% | 21.02%-3.7pp | 204.55%-187.2pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,241 | $3,080-59.7% | $3,782-67.2% | $2,552-51.4% |
| Participant deferral / active EE | $3,070 | $4,037-24.0% | $5,096-39.8% | $4,126-25.6% |
| Admin fee / account holder | $4,470 | $7,381-39.4% | $9,162-51.2% | $7,339-39.1% |