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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 | $46,728 | $61,816-24.4% | $97,260-52.0% | $80,935-42.3% |
| Participation rate | 44.7% | 63.5%-18.8pp | 72.7%-28.0pp | 67.7%-23.0pp |
| Annual return | 33.98% | -558.73%+592.7pp | 75.54%-41.6pp | 35.66%-1.7pp |
| Employer contribution / active EE | $1,248 | $1,836-32.0% | $2,721-54.1% | $2,757-54.7% |
| Participant deferral / active EE | $2,866 | $3,027-5.3% | $4,262-32.8% | $4,299-33.3% |
| Admin fee / account holder | $2,246 | $5,166-56.5% | $5,640-60.2% | $6,924-67.6% |