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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 | $35,556 | $49,976-28.9% | $66,674-46.7% | $82,637-57.0% |
| Participation rate | 55.6% | 63.1%-7.5pp | 73.7%-18.1pp | 68.1%-12.5pp |
| Annual return | 20.92% | 39.09%-18.2pp | 321.24%-300.3pp | 53.51%-32.6pp |
| Employer contribution / active EE | $2,590 | $1,988+30.3% | $2,620-1.1% | $2,552+1.5% |
| Participant deferral / active EE | $4,713 | $2,847+65.6% | $4,084+15.4% | $4,126+14.2% |
| Admin fee / account holder | $3,138 | $4,594-31.7% | $5,098-38.5% | $7,339-57.2% |