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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 | $47,725 | $58,234-18.0% | $81,783-41.6% | $80,874-41.0% |
| Participation rate | 43.9% | 63.4%-19.5pp | 72.4%-28.5pp | 67.6%-23.7pp |
| Annual return | 13.32% | 41.70%-28.4pp | 775.05%-761.7pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,949 | $2,341-16.8% | $2,913-33.1% | $2,756-29.3% |
| Participant deferral / active EE | $2,962 | $3,283-9.8% | $4,320-31.4% | $4,297-31.1% |
| Admin fee / account holder | $976 | $4,982-80.4% | $7,380-86.8% | $6,935-85.9% |