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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 | $36,485 | $48,432-24.7% | $121,169-69.9% | $71,495-49.0% |
| Participation rate | 47.9% | 54.3%-6.5pp | 69.5%-21.7pp | 67.9%-20.1pp |
| Annual return | 18.58% | 23.28%-4.7pp | 986.71%-968.1pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,301 | $1,493-12.8% | $4,168-68.8% | $2,589-49.7% |
| Participant deferral / active EE | $2,390 | $2,756-13.3% | $4,083-41.5% | $4,291-44.3% |
| Admin fee / account holder | $3,177 | $1,845+72.2% | $5,645-43.7% | $1,588+100.1% |