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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 | $31,062 | $98,766-68.6% | $149,730-79.3% | $79,852-61.1% |
| Participation rate | 42.5% | 75.8%-33.3pp | 82.5%-40.0pp | 69.6%-27.1pp |
| Annual return | 15.58% | 27.43%-11.8pp | 276.70%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $2,567 | $3,217-20.2% | $4,645-44.7% | $2,471+3.9% |
| Participant deferral / active EE | $4,276 | $5,681-24.7% | $6,843-37.5% | $3,740+14.3% |
| Admin fee / account holder | $7,355 | $6,052+21.5% | $9,310-21.0% | $5,306+38.6% |