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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 | $65,084-32.7% | $67,681-35.2% | $64,340-31.9% |
| Participation rate | 49.0% | 66.7%-17.7pp | 73.7%-24.7pp | 55.2%-6.2pp |
| Annual return | 12.85% | 20.50%-7.6pp | 590.58%-577.7pp | 24.14%-11.3pp |
| Employer contribution / active EE | $1,296 | $2,398-46.0% | $2,678-51.6% | $1,862-30.4% |
| Participant deferral / active EE | $2,555 | $3,210-20.4% | $3,976-35.7% | $2,980-14.3% |
| Admin fee / account holder | $4,693 | $1,415+231.7% | $6,100-23.1% | $3,703+26.7% |