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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 | $47,746 | $74,661-36.0% | $160,784-70.3% | $67,986-29.8% |
| Participation rate | 50.5% | 57.1%-6.7pp | 77.0%-26.5pp | 57.2%-6.7pp |
| Annual return | 18.37% | 28.83%-10.5pp | 1803.92%-1785.5pp | 31.67%-13.3pp |
| Employer contribution / active EE | $1,808 | $1,829-1.2% | $3,733-51.6% | $2,019-10.5% |
| Participant deferral / active EE | $3,051 | $3,681-17.1% | $6,293-51.5% | $3,358-9.2% |
| Admin fee / account holder | $3,975 | $3,959+0.4% | $9,717-59.1% | $3,203+24.1% |