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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 | $32,507 | $98,760-67.1% | $149,715-78.3% | $79,858-59.3% |
| Participation rate | 53.2% | 75.8%-22.6pp | 82.5%-29.3pp | 69.6%-16.4pp |
| Annual return | 24.02% | 27.43%-3.4pp | 276.66%-252.6pp | 31.72%-7.7pp |
| Employer contribution / active EE | $2,048 | $3,217-36.3% | $4,645-55.9% | $2,471-17.1% |
| Participant deferral / active EE | $3,231 | $5,681-43.1% | $6,842-52.8% | $3,740-13.6% |
| Admin fee / account holder | $553 | $6,053-90.9% | $9,310-94.1% | $5,306-89.6% |