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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 | $43,827 | $65,072-32.6% | $66,439-34.0% | $65,306-32.9% |
| Participation rate | 49.0% | 69.1%-20.0pp | 74.5%-25.5pp | 57.7%-8.6pp |
| Annual return | 12.85% | 21.50%-8.7pp | 757.66%-744.8pp | 21.94%-9.1pp |
| Employer contribution / active EE | $1,296 | $2,475-47.6% | $2,637-50.8% | $1,967-34.1% |
| Participant deferral / active EE | $2,555 | $3,234-21.0% | $3,876-34.1% | $2,959-13.7% |
| Admin fee / account holder | $4,693 | $1,323+254.7% | $6,173-24.0% | $3,480+34.9% |