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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 | $39,244 | $58,828-33.3% | $78,002-49.7% | $62,881-37.6% |
| Participation rate | 48.1% | 71.1%-23.0pp | 75.5%-27.4pp | 69.3%-21.2pp |
| Annual return | 12.97% | 17.16%-4.2pp | 425.99%-413.0pp | 20.14%-7.2pp |
| Employer contribution / active EE | $2,069 | $1,672+23.8% | $2,470-16.2% | $2,281-9.3% |
| Participant deferral / active EE | $3,740 | $2,686+39.3% | $3,497+7.0% | $3,203+16.8% |
| Admin fee / account holder | $2,415 | $4,393-45.0% | $5,481-55.9% | $4,296-43.8% |