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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 | $43,018 | $48,364-11.1% | $71,796-40.1% | $62,881-31.6% |
| Participation rate | 44.0% | 60.6%-16.6pp | 69.1%-25.1pp | 69.3%-25.3pp |
| Annual return | 5.99% | 13.16%-7.2pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,041 | $1,042-0.1% | $1,924-45.9% | $2,281-54.4% |
| Participant deferral / active EE | $1,847 | $2,091-11.7% | $2,794-33.9% | $3,203-42.3% |
| Admin fee / account holder | $470 | $3,771-87.5% | $4,815-90.2% | $4,296-89.1% |