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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 | $36,617 | $89,259-59.0% | $107,187-65.8% | $82,637-55.7% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 20.12% | 21.02%-0.9pp | 204.55%-184.4pp | 53.51%-33.4pp |
| Employer contribution / active EE | $1,513 | $3,080-50.9% | $3,782-60.0% | $2,552-40.7% |
| Participant deferral / active EE | $3,747 | $4,037-7.2% | $5,096-26.5% | $4,126-9.2% |
| Admin fee / account holder | $2,507 | $7,381-66.0% | $9,162-72.6% | $7,339-65.8% |