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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 | $45,140 | $89,259-49.4% | $107,187-57.9% | $82,637-45.4% |
| Participation rate | 44.7% | 67.9%-23.2pp | 75.0%-30.3pp | 68.1%-23.3pp |
| Annual return | 16.75% | 21.02%-4.3pp | 204.55%-187.8pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,336 | $3,080-56.6% | $3,782-64.7% | $2,552-47.6% |
| Participant deferral / active EE | $2,394 | $4,037-40.7% | $5,096-53.0% | $4,126-42.0% |
| Admin fee / account holder | $1,231 | $7,381-83.3% | $9,162-86.6% | $7,339-83.2% |