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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 | $46,028 | $67,594-31.9% | $77,361-40.5% | $69,733-34.0% |
| Participation rate | 46.2% | 71.7%-25.5pp | 75.0%-28.8pp | 62.5%-16.3pp |
| Annual return | 12.58% | 19.20%-6.6pp | 1011.54%-999.0pp | 15.22%-2.6pp |
| Employer contribution / active EE | $978 | $2,649-63.1% | $2,990-67.3% | $2,250-56.5% |
| Participant deferral / active EE | $2,946 | $3,401-13.4% | $3,911-24.7% | $3,054-3.6% |
| Admin fee / account holder | $1,125 | $1,159-3.0% | $5,894-80.9% | $3,102-63.7% |