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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 | $44,183 | $58,234-24.1% | $81,783-46.0% | $80,874-45.4% |
| Participation rate | 51.4% | 63.4%-12.1pp | 72.4%-21.0pp | 67.6%-16.3pp |
| Annual return | 25.60% | 41.70%-16.1pp | 775.05%-749.5pp | 35.62%-10.0pp |
| Employer contribution / active EE | $1,218 | $2,341-48.0% | $2,913-58.2% | $2,756-55.8% |
| Participant deferral / active EE | $1,873 | $3,283-43.0% | $4,320-56.7% | $4,297-56.4% |
| Admin fee / account holder | $1,214 | $4,982-75.6% | $7,380-83.6% | $6,935-82.5% |