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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 | $44,776 | $78,607-43.0% | $105,624-57.6% | $74,478-39.9% |
| Participation rate | 47.4% | 72.8%-25.4pp | 75.3%-27.9pp | 67.2%-19.9pp |
| Annual return | 12.95% | 15.96%-3.0pp | 116.20%-103.3pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,446 | $2,523-42.7% | $3,168-54.3% | $2,626-44.9% |
| Participant deferral / active EE | $2,329 | $4,325-46.2% | $5,013-53.5% | $4,350-46.5% |
| Admin fee / account holder | $2,691 | $2,220+21.2% | $10,961-75.5% | $1,946+38.3% |