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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 | $44,795 | $47,479-5.7% | $62,929-28.8% | $82,448-45.7% |
| Participation rate | 52.0% | 66.9%-14.9pp | 73.1%-21.1pp | 68.1%-16.1pp |
| Annual return | 15.08% | 20.34%-5.3pp | 1063.93%-1048.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $662 | $1,885-64.9% | $2,505-73.6% | $2,551-74.1% |
| Participant deferral / active EE | $2,264 | $2,870-21.1% | $3,888-41.8% | $4,139-45.3% |
| Admin fee / account holder | $2,318 | $3,804-39.1% | $5,065-54.2% | $7,234-68.0% |