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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 | $42,413 | $87,106-51.3% | $105,607-59.8% | $80,935-47.6% |
| Participation rate | 48.6% | 70.4%-21.9pp | 75.3%-26.7pp | 67.7%-19.1pp |
| Annual return | 11.14% | 17.01%-5.9pp | 116.11%-105.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,138 | $2,396-10.8% | $3,167-32.5% | $2,757-22.4% |
| Participant deferral / active EE | $5,168 | $3,986+29.6% | $5,011+3.1% | $4,299+20.2% |
| Admin fee / account holder | $17,691 | $8,447+109.4% | $10,958+61.4% | $6,924+155.5% |