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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 | $47,138 | $49,896-5.5% | $80,627-41.5% | $75,173-37.3% |
| Participation rate | 35.7% | 55.3%-19.6pp | 67.0%-31.3pp | 67.2%-31.5pp |
| Annual return | 15.88% | 34.67%-18.8pp | 936.76%-920.9pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,043 | $1,699-38.6% | $2,723-61.7% | $2,671-61.0% |
| Participant deferral / active EE | $3,010 | $2,992+0.6% | $4,443-32.3% | $4,126-27.1% |
| Admin fee / account holder | $2,024 | $3,578-43.4% | $5,381-62.4% | $5,651-64.2% |