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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 | $44,735 | $88,672-49.6% | $105,223-57.5% | $82,448-45.7% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 19.84% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,651 | $3,048-45.8% | $3,689-55.2% | $2,551-35.3% |
| Participant deferral / active EE | $3,460 | $4,036-14.3% | $5,072-31.8% | $4,139-16.4% |
| Admin fee / account holder | $2,160 | $7,146-69.8% | $8,859-75.6% | $7,234-70.1% |