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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 | $48,681 | $55,457-12.2% | $77,361-37.1% | $94,015-48.2% |
| Participation rate | 44.9% | 69.8%-24.9pp | 75.0%-30.1pp | 70.8%-25.9pp |
| Annual return | 10.84% | 15.57%-4.7pp | 1011.54%-1000.7pp | 17.84%-7.0pp |
| Employer contribution / active EE | $1,767 | $2,255-21.6% | $2,990-40.9% | $2,790-36.7% |
| Participant deferral / active EE | $3,337 | $3,069+8.7% | $3,911-14.7% | $4,249-21.5% |
| Admin fee / account holder | $8,533 | $4,334+96.9% | $5,894+44.8% | $8,951-4.7% |