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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 | $47,329 | $83,369-43.2% | $105,223-55.0% | $67,986-30.4% |
| Participation rate | 53.5% | 56.3%-2.7pp | 75.0%-21.5pp | 57.2%-3.7pp |
| Annual return | 18.19% | 24.64%-6.5pp | 180.65%-162.5pp | 31.67%-13.5pp |
| Employer contribution / active EE | $1,136 | $2,541-55.3% | $3,689-69.2% | $2,019-43.7% |
| Participant deferral / active EE | $2,025 | $3,295-38.5% | $5,072-60.1% | $3,358-39.7% |
| Admin fee / account holder | $3,184 | $4,073-21.8% | $8,859-64.1% | $3,203-0.6% |