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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 | $49,097 | $93,345-47.4% | $119,126-58.8% | $87,485-43.9% |
| Participation rate | 50.9% | 68.7%-17.8pp | 75.8%-24.8pp | 68.9%-18.0pp |
| Annual return | 13.98% | 19.08%-5.1pp | 282.11%-268.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,522 | $3,172-52.0% | $4,034-62.3% | $2,596-41.4% |
| Participant deferral / active EE | $3,366 | $4,099-17.9% | $5,318-36.7% | $4,274-21.2% |
| Admin fee / account holder | $4,618 | $8,039-42.6% | $10,693-56.8% | $7,775-40.6% |