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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 | $61,356 | $88,672-30.8% | $105,223-41.7% | $82,448-25.6% |
| Participation rate | 46.3% | 67.9%-21.6pp | 75.0%-28.7pp | 68.1%-21.8pp |
| Annual return | 21.31% | 30.86%-9.5pp | 180.65%-159.3pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,403 | $3,048-21.2% | $3,689-34.9% | $2,551-5.8% |
| Participant deferral / active EE | $4,465 | $4,036+10.6% | $5,072-12.0% | $4,139+7.9% |
| Admin fee / account holder | $5,396 | $7,146-24.5% | $8,859-39.1% | $7,234-25.4% |