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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 | $41,117 | $106,247-61.3% | $96,515-57.4% | $139,466-70.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 23.26% | 38.47%-15.2pp | 35.73%-12.5pp | 373.66%-350.4pp |
| Employer contribution / active EE | $2,165 | $4,106-47.3% | $3,740-42.1% | $4,754-54.5% |
| Participant deferral / active EE | $7,655 | $5,456+40.3% | $4,880+56.9% | $6,712+14.1% |
| Admin fee / account holder | $5,935 | $7,885-24.7% | $6,735-11.9% | $11,409-48.0% |