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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 | $44,864 | $88,672-49.4% | $105,223-57.4% | $82,448-45.6% |
| Participation rate | 64.5% | 67.9%-3.4pp | 75.0%-10.5pp | 68.1%-3.6pp |
| Annual return | 15.57% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,117 | $3,048-30.5% | $3,689-42.6% | $2,551-17.0% |
| Participant deferral / active EE | $2,869 | $4,036-28.9% | $5,072-43.4% | $4,139-30.7% |
| Admin fee / account holder | $5,438 | $7,146-23.9% | $8,859-38.6% | $7,234-24.8% |