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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 | $42,494 | $55,902-24.0% | $76,030-44.1% | $80,959-47.5% |
| Participation rate | 48.1% | 62.1%-13.9pp | 69.1%-20.9pp | 67.7%-19.5pp |
| Annual return | 19.75% | 20.59%-0.8pp | 361.54%-341.8pp | 35.67%-15.9pp |
| Employer contribution / active EE | $937 | $1,867-49.8% | $2,688-65.2% | $2,757-66.0% |
| Participant deferral / active EE | $2,092 | $3,051-31.4% | $4,257-50.9% | $4,300-51.3% |
| Admin fee / account holder | $2,027 | $5,239-61.3% | $6,421-68.4% | $6,925-70.7% |