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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 | $56,916 | $93,345-39.0% | $119,126-52.2% | $87,485-34.9% |
| Participation rate | 46.5% | 68.7%-22.2pp | 75.8%-29.2pp | 68.9%-22.4pp |
| Annual return | 16.65% | 19.08%-2.4pp | 282.11%-265.5pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,730 | $3,172-45.4% | $4,034-57.1% | $2,596-33.3% |
| Participant deferral / active EE | $4,604 | $4,099+12.3% | $5,318-13.4% | $4,274+7.7% |
| Admin fee / account holder | $1,971 | $8,039-75.5% | $10,693-81.6% | $7,775-74.7% |