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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 | $40,455 | $99,994-59.5% | $146,643-72.4% | $85,847-52.9% |
| Participation rate | 56.8% | 73.1%-16.2pp | 80.1%-23.3pp | 69.3%-12.5pp |
| Annual return | 15.64% | 18.93%-3.3pp | 22.75%-7.1pp | 318.61%-303.0pp |
| Employer contribution / active EE | $2,444 | $2,559-4.5% | $4,137-40.9% | $2,565-4.7% |
| Participant deferral / active EE | $4,758 | $4,006+18.8% | $5,506-13.6% | $3,952+20.4% |
| Admin fee / account holder | $1,088 | $7,703-85.9% | $10,280-89.4% | $6,261-82.6% |