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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 | $64,547 | $129,737-50.2% | $119,126-45.8% | $154,746-58.3% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 16.69% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,378 | $4,375-45.6% | $4,034-41.0% | $4,379-45.7% |
| Participant deferral / active EE | $7,251 | $5,842+24.1% | $5,318+36.3% | $6,730+7.7% |
| Admin fee / account holder | $3,471 | $11,961-71.0% | $10,693-67.5% | $14,365-75.8% |