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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 | $31,869 | $89,370-64.3% | $141,197-77.4% | $72,976-56.3% |
| Participation rate | 51.6% | 75.1%-23.5pp | 82.5%-30.9pp | 69.5%-17.9pp |
| Annual return | 24.92% | 111.88%-87.0pp | 71.41%-46.5pp | 81.02%-56.1pp |
| Employer contribution / active EE | $2,313 | $3,115-25.8% | $4,736-51.2% | $2,440-5.2% |
| Participant deferral / active EE | $4,763 | $5,419-12.1% | $6,710-29.0% | $3,608+32.0% |
| Admin fee / account holder | $2,749 | $5,957-53.9% | $10,265-73.2% | $5,124-46.4% |