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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 | $48,539 | $89,259-45.6% | $107,187-54.7% | $82,637-41.3% |
| Participation rate | 38.0% | 67.9%-30.0pp | 75.0%-37.0pp | 68.1%-30.1pp |
| Annual return | 17.86% | 21.02%-3.2pp | 204.55%-186.7pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,188 | $3,080-61.4% | $3,782-68.6% | $2,552-53.5% |
| Participant deferral / active EE | $2,187 | $4,037-45.8% | $5,096-57.1% | $4,126-47.0% |
| Admin fee / account holder | $740 | $7,381-90.0% | $9,162-91.9% | $7,339-89.9% |