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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 | $56,850 | $89,259-36.3% | $107,187-47.0% | $82,637-31.2% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 14.07% | 21.02%-7.0pp | 204.55%-190.5pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,232 | $3,080-60.0% | $3,782-67.4% | $2,552-51.7% |
| Participant deferral / active EE | $2,831 | $4,037-29.9% | $5,096-44.5% | $4,126-31.4% |
| Admin fee / account holder | $3,418 | $7,381-53.7% | $9,162-62.7% | $7,339-53.4% |