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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 | $48,237 | $55,122-12.5% | $104,639-53.9% | $73,497-34.4% |
| Participation rate | 49.1% | 67.7%-18.7pp | 74.1%-25.0pp | 70.7%-21.6pp |
| Annual return | 23.48% | 24.77%-1.3pp | 340.67%-317.2pp | 28.51%-5.0pp |
| Employer contribution / active EE | $1,403 | $1,464-4.2% | $2,682-47.7% | $2,270-38.2% |
| Participant deferral / active EE | $2,617 | $2,919-10.3% | $3,738-30.0% | $3,740-30.0% |
| Admin fee / account holder | $461 | $423+8.9% | $6,465-92.9% | $513-10.2% |