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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 | $44,545 | $45,050-1.1% | $63,018-29.3% | $70,126-36.5% |
| Participation rate | 55.6% | 69.5%-14.0pp | 74.8%-19.2pp | 69.5%-14.0pp |
| Annual return | 16.80% | 18.76%-2.0pp | 87.62%-70.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $4,617 | $2,052+125.0% | $2,761+67.2% | $2,343+97.1% |
| Participant deferral / active EE | $2,467 | $2,466+0.1% | $3,330-25.9% | $3,332-26.0% |
| Admin fee / account holder | $3,045 | $2,834+7.4% | $3,601-15.4% | $4,645-34.5% |