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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 | $45,396 | $95,415-52.4% | $185,851-75.6% | $85,851-47.1% |
| Participation rate | 62.1% | 68.8%-6.7pp | 81.7%-19.6pp | 69.3%-7.3pp |
| Annual return | 15.11% | 23.59%-8.5pp | 122.11%-107.0pp | 318.63%-303.5pp |
| Employer contribution / active EE | $1,188 | $3,314-64.2% | $5,168-77.0% | $2,565-53.7% |
| Participant deferral / active EE | $3,160 | $3,424-7.7% | $5,569-43.3% | $3,952-20.1% |
| Admin fee / account holder | $590 | $7,215-91.8% | $16,245-96.4% | $6,261-90.6% |