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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 | $37,583 | $65,084-42.3% | $67,681-44.5% | $64,340-41.6% |
| Participation rate | 51.9% | 66.7%-14.8pp | 73.7%-21.8pp | 55.2%-3.3pp |
| Annual return | 19.15% | 20.50%-1.4pp | 590.58%-571.4pp | 24.14%-5.0pp |
| Employer contribution / active EE | $1,791 | $2,398-25.3% | $2,678-33.1% | $1,862-3.8% |
| Participant deferral / active EE | $3,108 | $3,210-3.2% | $3,976-21.8% | $2,980+4.3% |
| Admin fee / account holder | $5,729 | $1,415+304.9% | $6,100-6.1% | $3,703+54.7% |