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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 | $43,967 | $98,240-55.2% | $82,312-46.6% | $147,586-70.2% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 20.48% | 30.85%-10.4pp | 25.88%-5.4pp | 578.59%-558.1pp |
| Employer contribution / active EE | $2,181 | $3,192-31.7% | $2,428-10.2% | $4,876-55.3% |
| Participant deferral / active EE | $5,130 | $4,383+17.0% | $3,706+38.4% | $5,439-5.7% |
| Admin fee / account holder | $2,308 | $8,563-73.1% | $5,608-58.8% | $10,886-78.8% |