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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 | $34,257 | $89,367-61.7% | $141,191-75.7% | $72,975-53.1% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.5%-34.5pp | 69.5%-21.5pp |
| Annual return | 21.91% | 111.87%-90.0pp | 71.41%-49.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $2,307 | $3,115-25.9% | $4,736-51.3% | $2,440-5.5% |
| Participant deferral / active EE | $4,261 | $5,419-21.4% | $6,710-36.5% | $3,608+18.1% |
| Admin fee / account holder | $436 | $5,957-92.7% | $10,264-95.8% | $5,124-91.5% |