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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 | $65,072-29.3% | $66,439-30.7% | $65,306-29.5% |
| Participation rate | 46.2% | 69.1%-22.9pp | 74.5%-28.3pp | 57.7%-11.5pp |
| Annual return | 12.58% | 21.50%-8.9pp | 757.66%-745.1pp | 21.94%-9.4pp |
| Employer contribution / active EE | $978 | $2,475-60.5% | $2,637-62.9% | $1,967-50.3% |
| Participant deferral / active EE | $2,946 | $3,234-8.9% | $3,876-24.0% | $2,959-0.5% |
| Admin fee / account holder | $1,125 | $1,323-15.0% | $6,173-81.8% | $3,480-67.7% |