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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 | $62,658 | $89,367-29.9% | $141,191-55.6% | $72,975-14.1% |
| Participation rate | 42.6% | 75.1%-32.5pp | 82.5%-39.9pp | 69.5%-26.9pp |
| Annual return | 21.10% | 111.87%-90.8pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $1,268 | $3,115-59.3% | $4,736-73.2% | $2,440-48.0% |
| Participant deferral / active EE | $3,243 | $5,419-40.2% | $6,710-51.7% | $3,608-10.1% |
| Admin fee / account holder | $8,710 | $5,957+46.2% | $10,264-15.1% | $5,124+70.0% |