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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 | $37,546 | $91,198-58.8% | $178,503-79.0% | $79,856-53.0% |
| Participation rate | 46.7% | 69.2%-22.5pp | 81.9%-35.3pp | 69.6%-23.0pp |
| Annual return | 10.96% | 24.20%-13.2pp | 151.12%-140.2pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,565 | $3,257-51.9% | $5,011-68.8% | $2,471-36.7% |
| Participant deferral / active EE | $3,828 | $3,237+18.3% | $5,202-26.4% | $3,741+2.3% |
| Admin fee / account holder | $7,573 | $6,748+12.2% | $13,987-45.9% | $5,306+42.7% |