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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 | $44,681 | $70,666-36.8% | $169,385-73.6% | $75,181-40.6% |
| Participation rate | 47.5% | 64.8%-17.3pp | 77.2%-29.7pp | 67.2%-19.7pp |
| Annual return | 19.52% | 36.37%-16.8pp | 405.82%-386.3pp | 160.69%-141.2pp |
| Employer contribution / active EE | $1,161 | $2,210-47.5% | $4,012-71.0% | $2,671-56.5% |
| Participant deferral / active EE | $2,321 | $4,308-46.1% | $6,221-62.7% | $4,126-43.8% |
| Admin fee / account holder | $5,286 | $5,402-2.2% | $9,011-41.3% | $5,650-6.4% |