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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 | $47,402 | $55,930-15.2% | $76,089-37.7% | $80,925-41.4% |
| Participation rate | 40.8% | 62.1%-21.2pp | 69.1%-28.3pp | 67.7%-26.8pp |
| Annual return | 11.29% | 20.58%-9.3pp | 360.94%-349.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,342 | $1,866-28.1% | $2,690-50.1% | $2,756-51.3% |
| Participant deferral / active EE | $3,155 | $3,051+3.4% | $4,259-25.9% | $4,299-26.6% |
| Admin fee / account holder | $10,144 | $5,241+93.6% | $6,418+58.1% | $6,940+46.2% |