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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 | $37,138 | $89,364-58.4% | $141,177-73.7% | $72,983-49.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 22.89% | 111.86%-89.0pp | 71.40%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $2,402 | $3,115-22.9% | $4,736-49.3% | $2,440-1.5% |
| Participant deferral / active EE | $5,163 | $5,419-4.7% | $6,710-23.1% | $3,608+43.1% |
| Admin fee / account holder | $5,239 | $5,959-12.1% | $10,263-49.0% | $5,124+2.2% |