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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 | $47,803 | $58,258-17.9% | $81,820-41.6% | $80,925-40.9% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.4%-20.4pp | 67.7%-15.7pp |
| Annual return | 17.55% | 41.76%-24.2pp | 777.93%-760.4pp | 35.65%-18.1pp |
| Employer contribution / active EE | $1,381 | $2,345-41.1% | $2,915-52.6% | $2,756-49.9% |
| Participant deferral / active EE | $2,166 | $3,284-34.0% | $4,323-49.9% | $4,299-49.6% |
| Admin fee / account holder | $786 | $4,976-84.2% | $7,391-89.4% | $6,940-88.7% |