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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 | $44,564 | $89,259-50.1% | $107,187-58.4% | $82,637-46.1% |
| Participation rate | 48.3% | 67.9%-19.7pp | 75.0%-26.7pp | 68.1%-19.8pp |
| Annual return | 18.22% | 21.02%-2.8pp | 204.55%-186.3pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,916 | $3,080-37.8% | $3,782-49.3% | $2,552-24.9% |
| Participant deferral / active EE | $2,269 | $4,037-43.8% | $5,096-55.5% | $4,126-45.0% |
| Admin fee / account holder | $1,866 | $7,381-74.7% | $9,162-79.6% | $7,339-74.6% |