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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 | $48,936 | $89,367-45.2% | $141,191-65.3% | $72,975-32.9% |
| Participation rate | 47.8% | 75.1%-27.3pp | 82.5%-34.6pp | 69.5%-21.7pp |
| Annual return | 22.48% | 111.87%-89.4pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,586 | $3,115-49.1% | $4,736-66.5% | $2,440-35.0% |
| Participant deferral / active EE | $3,195 | $5,419-41.0% | $6,710-52.4% | $3,608-11.4% |
| Admin fee / account holder | $2,327 | $5,957-60.9% | $10,264-77.3% | $5,124-54.6% |