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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 | $44,495 | $89,370-50.2% | $141,197-68.5% | $72,976-39.0% |
| Participation rate | 57.9% | 75.1%-17.2pp | 82.5%-24.6pp | 69.5%-11.6pp |
| Annual return | 22.42% | 111.88%-89.5pp | 71.41%-49.0pp | 81.02%-58.6pp |
| Employer contribution / active EE | $2,507 | $3,115-19.5% | $4,736-47.1% | $2,440+2.7% |
| Participant deferral / active EE | $5,757 | $5,419+6.2% | $6,710-14.2% | $3,608+59.6% |
| Admin fee / account holder | $3,981 | $5,957-33.2% | $10,265-61.2% | $5,124-22.3% |