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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 | $48,484 | $88,672-45.3% | $105,223-53.9% | $82,448-41.2% |
| Participation rate | 47.8% | 67.9%-20.1pp | 75.0%-27.2pp | 68.1%-20.2pp |
| Annual return | 13.09% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,062 | $3,048-65.2% | $3,689-71.2% | $2,551-58.4% |
| Participant deferral / active EE | $2,289 | $4,036-43.3% | $5,072-54.9% | $4,139-44.7% |
| Admin fee / account holder | $8,012 | $7,146+12.1% | $8,859-9.6% | $7,234+10.8% |