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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 | $47,418 | $95,406-50.3% | $185,849-74.5% | $85,847-44.8% |
| Participation rate | 67.6% | 68.8%-1.1pp | 81.7%-14.1pp | 69.3%-1.7pp |
| Annual return | 12.86% | 23.59%-10.7pp | 122.10%-109.2pp | 318.61%-305.7pp |
| Employer contribution / active EE | $1,085 | $3,314-67.2% | $5,169-79.0% | $2,565-57.7% |
| Participant deferral / active EE | $2,260 | $3,424-34.0% | $5,569-59.4% | $3,952-42.8% |
| Admin fee / account holder | $1,239 | $7,214-82.8% | $16,244-92.4% | $6,261-80.2% |