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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 | $33,547 | $82,133-59.2% | $147,318-77.2% | $64,097-47.7% |
| Participation rate | 40.2% | 62.3%-22.1pp | 82.1%-41.9pp | 55.2%-15.0pp |
| Annual return | 16.68% | 78.78%-62.1pp | 70.43%-53.8pp | 34.64%-18.0pp |
| Employer contribution / active EE | $2,063 | $2,872-28.2% | $4,593-55.1% | $1,891+9.1% |
| Participant deferral / active EE | $4,254 | $5,407-21.3% | $7,906-46.2% | $3,080+38.1% |
| Admin fee / account holder | $5,525 | $3,730+48.1% | $13,708-59.7% | $3,454+59.9% |