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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 | $42,046 | $89,259-52.9% | $107,187-60.8% | $82,637-49.1% |
| Participation rate | 41.5% | 67.9%-26.4pp | 75.0%-33.5pp | 68.1%-26.5pp |
| Annual return | 20.80% | 21.02%-0.2pp | 204.55%-183.7pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,357 | $3,080-56.0% | $3,782-64.1% | $2,552-46.8% |
| Participant deferral / active EE | $2,517 | $4,037-37.7% | $5,096-50.6% | $4,126-39.0% |
| Admin fee / account holder | $1,201 | $7,381-83.7% | $9,162-86.9% | $7,339-83.6% |