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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 | $48,641 | $95,383-49.0% | $185,837-73.8% | $85,856-43.3% |
| Participation rate | 44.4% | 68.8%-24.3pp | 81.7%-37.3pp | 69.3%-24.9pp |
| Annual return | 14.27% | 23.59%-9.3pp | 122.08%-107.8pp | 318.58%-304.3pp |
| Employer contribution / active EE | $1,367 | $3,313-58.8% | $5,168-73.6% | $2,565-46.7% |
| Participant deferral / active EE | $2,464 | $3,423-28.0% | $5,568-55.7% | $3,952-37.7% |
| Admin fee / account holder | $534 | $7,213-92.6% | $16,241-96.7% | $6,261-91.5% |