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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 | $41,955 | $77,670-46.0% | $125,529-66.6% | $65,306-35.8% |
| Participation rate | 44.8% | 63.2%-18.4pp | 74.7%-30.0pp | 57.7%-12.9pp |
| Annual return | 14.36% | 15.16%-0.8pp | 202.56%-188.2pp | 21.94%-7.6pp |
| Employer contribution / active EE | $1,123 | $2,099-46.5% | $3,058-63.3% | $1,967-42.9% |
| Participant deferral / active EE | $2,220 | $3,095-28.3% | $4,813-53.9% | $2,959-25.0% |
| Admin fee / account holder | $739 | $3,598-79.5% | $16,298-95.5% | $3,480-78.8% |