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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 | $46,489 | $58,241-20.2% | $81,780-43.2% | $80,911-42.5% |
| Participation rate | 30.0% | 63.4%-33.4pp | 72.4%-42.4pp | 67.6%-37.6pp |
| Annual return | 15.68% | 41.73%-26.0pp | 776.27%-760.6pp | 35.63%-20.0pp |
| Employer contribution / active EE | $1,027 | $2,343-56.2% | $2,914-64.7% | $2,756-62.7% |
| Participant deferral / active EE | $1,734 | $3,283-47.2% | $4,321-59.9% | $4,297-59.7% |
| Admin fee / account holder | $599 | $4,973-88.0% | $7,384-91.9% | $6,935-91.4% |