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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 | $51,345 | $61,125-16.0% | $94,057-45.4% | $87,485-41.3% |
| Participation rate | 42.9% | 64.1%-21.2pp | 73.3%-30.5pp | 68.9%-26.1pp |
| Annual return | 17.03% | 35.20%-18.2pp | 480.62%-463.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,705 | $2,136-20.2% | $2,933-41.9% | $2,596-34.3% |
| Participant deferral / active EE | $4,620 | $3,260+41.7% | $4,709-1.9% | $4,274+8.1% |
| Admin fee / account holder | $3,579 | $5,629-36.4% | $7,244-50.6% | $7,775-54.0% |