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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 | $43,623 | $142,426-69.4% | $115,167-62.1% | $152,909-71.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 15.36% | 41.48%-26.1pp | 35.60%-20.2pp | 345.46%-330.1pp |
| Employer contribution / active EE | $895 | $4,011-77.7% | $3,179-71.8% | $4,764-81.2% |
| Participant deferral / active EE | $2,983 | $5,165-42.2% | $4,169-28.4% | $5,851-49.0% |
| Admin fee / account holder | $4,311 | $8,464-49.1% | $7,089-39.2% | $11,601-62.8% |