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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 | $46,092 | $93,345-50.6% | $119,126-61.3% | $87,485-47.3% |
| Participation rate | 47.9% | 68.7%-20.9pp | 75.8%-27.9pp | 68.9%-21.1pp |
| Annual return | 16.77% | 19.08%-2.3pp | 282.11%-265.3pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,632 | $3,172-48.5% | $4,034-59.5% | $2,596-37.1% |
| Participant deferral / active EE | $3,439 | $4,099-16.1% | $5,318-35.3% | $4,274-19.5% |
| Admin fee / account holder | $6,290 | $8,039-21.8% | $10,693-41.2% | $7,775-19.1% |