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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 | $37,908 | $47,105-19.5% | $68,368-44.6% | $67,986-44.2% |
| Participation rate | 43.1% | 51.8%-8.7pp | 73.8%-30.6pp | 57.2%-14.1pp |
| Annual return | 17.55% | 48.37%-30.8pp | 292.57%-275.0pp | 31.67%-14.1pp |
| Employer contribution / active EE | $1,851 | $1,859-0.4% | $2,649-30.1% | $2,019-8.3% |
| Participant deferral / active EE | $3,100 | $2,374+30.6% | $4,123-24.8% | $3,358-7.7% |
| Admin fee / account holder | $4,901 | $2,435+101.3% | $5,150-4.8% | $3,203+53.0% |