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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 | $48,234 | $98,776-51.2% | $149,745-67.8% | $79,856-39.6% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 13.37% | 27.38%-14.0pp | 276.72%-263.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,343 | $3,217-58.3% | $4,646-71.1% | $2,471-45.7% |
| Participant deferral / active EE | $2,836 | $5,681-50.1% | $6,843-58.6% | $3,741-24.2% |
| Admin fee / account holder | $3,897 | $6,053-35.6% | $9,312-58.2% | $5,306-26.6% |