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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 | $47,613 | $58,275-18.3% | $81,844-41.8% | $80,935-41.2% |
| Participation rate | 53.8% | 63.5%-9.7pp | 72.4%-18.6pp | 67.7%-13.9pp |
| Annual return | 22.73% | 41.82%-19.1pp | 778.87%-756.1pp | 35.66%-12.9pp |
| Employer contribution / active EE | $1,642 | $2,346-30.0% | $2,916-43.7% | $2,757-40.4% |
| Participant deferral / active EE | $3,268 | $3,285-0.5% | $4,323-24.4% | $4,299-24.0% |
| Admin fee / account holder | $420 | $4,749-91.2% | $7,355-94.3% | $6,924-93.9% |