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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 | $41,365 | $86,294-52.1% | $111,303-62.8% | $85,856-51.8% |
| Participation rate | 51.7% | 73.3%-21.6pp | 77.3%-25.6pp | 69.3%-17.6pp |
| Annual return | 12.85% | 19.99%-7.1pp | 54.66%-41.8pp | 318.58%-305.7pp |
| Employer contribution / active EE | $1,188 | $2,043-41.9% | $2,731-56.5% | $2,565-53.7% |
| Participant deferral / active EE | $2,495 | $3,641-31.5% | $4,487-44.4% | $3,952-36.9% |
| Admin fee / account holder | $3,193 | $8,189-61.0% | $7,966-59.9% | $6,261-49.0% |