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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 | $33,049 | $89,367-63.0% | $141,191-76.6% | $72,975-54.7% |
| Participation rate | 46.2% | 75.1%-29.0pp | 82.5%-36.3pp | 69.5%-23.3pp |
| Annual return | 25.89% | 111.87%-86.0pp | 71.41%-45.5pp | 81.01%-55.1pp |
| Employer contribution / active EE | $1,728 | $3,115-44.5% | $4,736-63.5% | $2,440-29.2% |
| Participant deferral / active EE | $3,517 | $5,419-35.1% | $6,710-47.6% | $3,608-2.5% |
| Admin fee / account holder | $2,546 | $5,957-57.3% | $10,264-75.2% | $5,124-50.3% |