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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 | $93,345-58.4% | $119,126-67.4% | $87,485-55.6% |
| Participation rate | 56.5% | 68.7%-12.2pp | 75.8%-19.2pp | 68.9%-12.4pp |
| Annual return | 14.27% | 19.08%-4.8pp | 282.11%-267.8pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,594 | $3,172-18.2% | $4,034-35.7% | $2,596-0.1% |
| Participant deferral / active EE | $5,207 | $4,099+27.0% | $5,318-2.1% | $4,274+21.8% |
| Admin fee / account holder | $355 | $8,039-95.6% | $10,693-96.7% | $7,775-95.4% |