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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 | $44,708 | $88,672-49.6% | $105,223-57.5% | $82,448-45.8% |
| Participation rate | 46.3% | 67.9%-21.6pp | 75.0%-28.7pp | 68.1%-21.7pp |
| Annual return | 14.17% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,533 | $3,048-49.7% | $3,689-58.4% | $2,551-39.9% |
| Participant deferral / active EE | $3,034 | $4,036-24.8% | $5,072-40.2% | $4,139-26.7% |
| Admin fee / account holder | $14,499 | $7,146+102.9% | $8,859+63.7% | $7,234+100.4% |