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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 | $38,581 | $89,259-56.8% | $107,187-64.0% | $82,637-53.3% |
| Participation rate | 58.2% | 67.9%-9.7pp | 75.0%-16.8pp | 68.1%-9.9pp |
| Annual return | 19.75% | 21.02%-1.3pp | 204.55%-184.8pp | 53.51%-33.8pp |
| Employer contribution / active EE | $2,142 | $3,080-30.4% | $3,782-43.4% | $2,552-16.1% |
| Participant deferral / active EE | $4,016 | $4,037-0.5% | $5,096-21.2% | $4,126-2.7% |
| Admin fee / account holder | $2,789 | $7,381-62.2% | $9,162-69.6% | $7,339-62.0% |