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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 | $45,288 | $88,672-48.9% | $105,223-57.0% | $82,448-45.1% |
| Participation rate | 47.1% | 67.9%-20.9pp | 75.0%-28.0pp | 68.1%-21.0pp |
| Annual return | 17.60% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,082 | $3,048-31.7% | $3,689-43.6% | $2,551-18.4% |
| Participant deferral / active EE | $5,341 | $4,036+32.3% | $5,072+5.3% | $4,139+29.0% |
| Admin fee / account holder | $6,417 | $7,146-10.2% | $8,859-27.6% | $7,234-11.3% |