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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 | $42,748 | $78,423-45.5% | $95,964-55.5% | $79,856-46.5% |
| Participation rate | 50.6% | 73.5%-22.9pp | 77.1%-26.5pp | 69.6%-19.0pp |
| Annual return | 25.22% | 19.37%+5.8pp | 91.64%-66.4pp | 31.71%-6.5pp |
| Employer contribution / active EE | $1,261 | $1,945-35.2% | $2,541-50.4% | $2,471-49.0% |
| Participant deferral / active EE | $2,364 | $3,440-31.3% | $4,167-43.3% | $3,741-36.8% |
| Admin fee / account holder | $912 | $5,622-83.8% | $6,797-86.6% | $5,306-82.8% |