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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 | $47,719 | $91,179-47.7% | $178,499-73.3% | $79,852-40.2% |
| Participation rate | 40.9% | 69.2%-28.3pp | 81.9%-41.0pp | 69.6%-28.7pp |
| Annual return | 25.08% | 24.19%+0.9pp | 151.10%-126.0pp | 31.72%-6.6pp |
| Employer contribution / active EE | $1,075 | $3,256-67.0% | $5,011-78.5% | $2,471-56.5% |
| Participant deferral / active EE | $2,599 | $3,236-19.7% | $5,202-50.0% | $3,740-30.5% |
| Admin fee / account holder | $712 | $6,749-89.4% | $13,986-94.9% | $5,306-86.6% |