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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 | $43,483 | $49,896-12.9% | $80,627-46.1% | $75,173-42.2% |
| Participation rate | 48.6% | 55.3%-6.8pp | 67.0%-18.4pp | 67.2%-18.6pp |
| Annual return | 18.16% | 34.67%-16.5pp | 936.76%-918.6pp | 160.72%-142.6pp |
| Employer contribution / active EE | $1,456 | $1,699-14.3% | $2,723-46.5% | $2,671-45.5% |
| Participant deferral / active EE | $3,937 | $2,992+31.6% | $4,443-11.4% | $4,126-4.6% |
| Admin fee / account holder | $953 | $3,578-73.4% | $5,381-82.3% | $5,651-83.1% |