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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 | $46,637 | $39,245+18.8% | $64,105-27.2% | $52,331-10.9% |
| Participation rate | 43.1% | 58.2%-15.1pp | 68.2%-25.0pp | 68.1%-25.0pp |
| Annual return | 3.89% | 14.79%-10.9pp | 791.24%-787.4pp | 4.54%-0.7pp |
| Employer contribution / active EE | $347 | $736-52.9% | $1,820-80.9% | $1,882-81.6% |
| Participant deferral / active EE | $1,901 | $1,992-4.6% | $2,822-32.6% | $3,022-37.1% |
| Admin fee / account holder | $2,933 | $592+395.0% | $4,499-34.8% | $592+395.8% |