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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 | $47,044 | $89,259-47.3% | $107,187-56.1% | $82,637-43.1% |
| Participation rate | 51.5% | 67.9%-16.4pp | 75.0%-23.5pp | 68.1%-16.5pp |
| Annual return | 19.06% | 21.02%-2.0pp | 204.55%-185.5pp | 53.51%-34.4pp |
| Employer contribution / active EE | $1,767 | $3,080-42.6% | $3,782-53.3% | $2,552-30.8% |
| Participant deferral / active EE | $4,503 | $4,037+11.5% | $5,096-11.6% | $4,126+9.1% |
| Admin fee / account holder | $5,318 | $7,381-28.0% | $9,162-42.0% | $7,339-27.5% |