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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 | $45,605 | $87,132-47.7% | $105,624-56.8% | $80,959-43.7% |
| Participation rate | 48.2% | 70.4%-22.2pp | 75.3%-27.1pp | 67.7%-19.5pp |
| Annual return | 14.54% | 17.03%-2.5pp | 116.20%-101.7pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,029 | $2,397-57.1% | $3,168-67.5% | $2,757-62.7% |
| Participant deferral / active EE | $2,600 | $3,985-34.8% | $5,013-48.1% | $4,300-39.5% |
| Admin fee / account holder | $5,194 | $8,449-38.5% | $10,961-52.6% | $6,925-25.0% |