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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 | $61,447 | $117,904-47.9% | $102,457-40.0% | $145,978-57.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 31.62% | 31.80%-0.2pp | 29.41%+2.2pp | 550.52%-518.9pp |
| Employer contribution / active EE | $2,114 | $3,613-41.5% | $3,022-30.0% | $4,662-54.6% |
| Participant deferral / active EE | $4,367 | $5,733-23.8% | $5,054-13.6% | $6,690-34.7% |
| Admin fee / account holder | $20,095 | $13,329+50.8% | $9,451+112.6% | $13,400+50.0% |