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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 | $46,640 | $93,345-50.0% | $119,126-60.8% | $87,485-46.7% |
| Participation rate | 60.7% | 68.7%-8.0pp | 75.8%-15.0pp | 68.9%-8.2pp |
| Annual return | 18.20% | 19.08%-0.9pp | 282.11%-263.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,646 | $3,172-48.1% | $4,034-59.2% | $2,596-36.6% |
| Participant deferral / active EE | $3,087 | $4,099-24.7% | $5,318-41.9% | $4,274-27.8% |
| Admin fee / account holder | $2,189 | $8,039-72.8% | $10,693-79.5% | $7,775-71.9% |