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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 | $38,837 | $88,672-56.2% | $105,223-63.1% | $82,448-52.9% |
| Participation rate | 56.5% | 67.9%-11.4pp | 75.0%-18.5pp | 68.1%-11.5pp |
| Annual return | 14.27% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,594 | $3,048-14.9% | $3,689-29.7% | $2,551+1.7% |
| Participant deferral / active EE | $5,207 | $4,036+29.0% | $5,072+2.7% | $4,139+25.8% |
| Admin fee / account holder | $355 | $7,146-95.0% | $8,859-96.0% | $7,234-95.1% |