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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 | $49,287 | $72,404-31.9% | $110,243-55.3% | $64,173-23.2% |
| Participation rate | 56.8% | 73.3%-16.5pp | 79.8%-23.0pp | 69.6%-12.8pp |
| Annual return | 17.84% | -6.29%+24.1pp | 314.76%-296.9pp | 7.63%+10.2pp |
| Employer contribution / active EE | $1,036 | $2,282-54.6% | $3,827-72.9% | $2,381-56.5% |
| Participant deferral / active EE | $1,757 | $3,469-49.3% | $4,672-62.4% | $3,470-49.3% |
| Admin fee / account holder | $2,505 | $5,664-55.8% | $8,548-70.7% | $4,887-48.7% |