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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 | $39,201 | $83,369-53.0% | $105,223-62.7% | $67,986-42.3% |
| Participation rate | 46.2% | 56.3%-10.1pp | 75.0%-28.9pp | 57.2%-11.1pp |
| Annual return | 18.09% | 24.64%-6.6pp | 180.65%-162.6pp | 31.67%-13.6pp |
| Employer contribution / active EE | $1,182 | $2,541-53.5% | $3,689-67.9% | $2,019-41.4% |
| Participant deferral / active EE | $2,446 | $3,295-25.8% | $5,072-51.8% | $3,358-27.1% |
| Admin fee / account holder | $916 | $4,073-77.5% | $8,859-89.7% | $3,203-71.4% |