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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 | $43,276 | $88,672-51.2% | $105,223-58.9% | $82,448-47.5% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 15.49% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,570 | $3,048-48.5% | $3,689-57.4% | $2,551-38.5% |
| Participant deferral / active EE | $2,771 | $4,036-31.3% | $5,072-45.4% | $4,139-33.1% |
| Admin fee / account holder | $2,176 | $7,146-69.5% | $8,859-75.4% | $7,234-69.9% |