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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 | $45,649 | $81,208-43.8% | $98,920-53.9% | $79,852-42.8% |
| Participation rate | 49.3% | 72.5%-23.3pp | 76.0%-26.8pp | 69.6%-20.4pp |
| Annual return | 11.87% | 60.99%-49.1pp | 196.47%-184.6pp | 31.72%-19.9pp |
| Employer contribution / active EE | $601 | $1,960-69.3% | $2,689-77.7% | $2,471-75.7% |
| Participant deferral / active EE | $2,037 | $3,265-37.6% | $4,245-52.0% | $3,740-45.5% |
| Admin fee / account holder | $2,217 | $6,013-63.1% | $6,643-66.6% | $5,306-58.2% |