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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 | $43,416 | $60,442-28.2% | $96,754-55.1% | $87,485-50.4% |
| Participation rate | 50.0% | 58.7%-8.7pp | 70.3%-20.3pp | 68.9%-18.9pp |
| Annual return | 21.97% | 21.97%0pp | 82.04%-60.1pp | 26.06%-4.1pp |
| Employer contribution / active EE | $2,352 | $1,691+39.1% | $2,679-12.2% | $2,596-9.4% |
| Participant deferral / active EE | $4,764 | $3,280+45.3% | $4,758+0.1% | $4,274+11.5% |
| Admin fee / account holder | $1,221 | $5,069-75.9% | $8,905-86.3% | $7,775-84.3% |