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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 | $47,369 | $55,889-15.2% | $76,119-37.8% | $80,935-41.5% |
| Participation rate | 47.2% | 62.1%-14.8pp | 69.1%-21.9pp | 67.7%-20.4pp |
| Annual return | 13.55% | 20.58%-7.0pp | 361.25%-347.7pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,670 | $1,866-10.5% | $2,693-38.0% | $2,757-39.4% |
| Participant deferral / active EE | $2,262 | $3,051-25.9% | $4,259-46.9% | $4,299-47.4% |
| Admin fee / account holder | $3,754 | $5,241-28.4% | $6,421-41.5% | $6,924-45.8% |