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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 | $38,645 | $93,345-58.6% | $119,126-67.6% | $87,485-55.8% |
| Participation rate | 56.8% | 68.7%-11.9pp | 75.8%-18.9pp | 68.9%-12.1pp |
| Annual return | 26.45% | 19.08%+7.4pp | 282.11%-255.7pp | 26.06%+0.4pp |
| Employer contribution / active EE | $2,584 | $3,172-18.5% | $4,034-35.9% | $2,596-0.5% |
| Participant deferral / active EE | $7,379 | $4,099+80.0% | $5,318+38.8% | $4,274+72.7% |
| Admin fee / account holder | $1,008 | $8,039-87.5% | $10,693-90.6% | $7,775-87.0% |