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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 | $42,961 | $82,133-47.7% | $147,318-70.8% | $64,097-33.0% |
| Participation rate | 48.1% | 62.3%-14.2pp | 82.1%-34.0pp | 55.2%-7.1pp |
| Annual return | 17.44% | 78.78%-61.3pp | 70.43%-53.0pp | 34.64%-17.2pp |
| Employer contribution / active EE | $2,034 | $2,872-29.2% | $4,593-55.7% | $1,891+7.6% |
| Participant deferral / active EE | $3,580 | $5,407-33.8% | $7,906-54.7% | $3,080+16.2% |
| Admin fee / account holder | $5,131 | $3,730+37.6% | $13,708-62.6% | $3,454+48.5% |