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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 | $49,992 | $88,672-43.6% | $105,223-52.5% | $82,448-39.4% |
| Participation rate | 46.6% | 67.9%-21.4pp | 75.0%-28.5pp | 68.1%-21.5pp |
| Annual return | 21.11% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,082 | $3,048-64.5% | $3,689-70.7% | $2,551-57.6% |
| Participant deferral / active EE | $1,854 | $4,036-54.1% | $5,072-63.4% | $4,139-55.2% |
| Admin fee / account holder | $931 | $7,146-87.0% | $8,859-89.5% | $7,234-87.1% |