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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 | $40,208 | $55,457-27.5% | $77,361-48.0% | $94,015-57.2% |
| Participation rate | 50.0% | 69.8%-19.8pp | 75.0%-25.0pp | 70.8%-20.8pp |
| Annual return | 14.53% | 15.57%-1.0pp | 1011.54%-997.0pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,251 | $2,255-44.5% | $2,990-58.2% | $2,790-55.2% |
| Participant deferral / active EE | $2,579 | $3,069-16.0% | $3,911-34.1% | $4,249-39.3% |
| Admin fee / account holder | $574 | $4,334-86.8% | $5,894-90.3% | $8,951-93.6% |