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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 | $47,960 | $88,672-45.9% | $105,223-54.4% | $82,448-41.8% |
| Participation rate | 46.4% | 67.9%-21.5pp | 75.0%-28.6pp | 68.1%-21.6pp |
| Annual return | 15.44% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,104 | $3,048-63.8% | $3,689-70.1% | $2,551-56.7% |
| Participant deferral / active EE | $2,309 | $4,036-42.8% | $5,072-54.5% | $4,139-44.2% |
| Admin fee / account holder | $4,437 | $7,146-37.9% | $8,859-49.9% | $7,234-38.7% |