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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 | $47,128 | $88,672-46.9% | $105,223-55.2% | $82,448-42.8% |
| Participation rate | 58.1% | 67.9%-9.9pp | 75.0%-17.0pp | 68.1%-10.0pp |
| Annual return | 19.23% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,952 | $3,048-36.0% | $3,689-47.1% | $2,551-23.5% |
| Participant deferral / active EE | $2,780 | $4,036-31.1% | $5,072-45.2% | $4,139-32.8% |
| Admin fee / account holder | $330 | $7,146-95.4% | $8,859-96.3% | $7,234-95.4% |