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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 | $30,445 | $55,902-45.5% | $76,030-60.0% | $80,959-62.4% |
| Participation rate | 57.1% | 62.1%-4.9pp | 69.1%-11.9pp | 67.7%-10.5pp |
| Annual return | 40.35% | 20.59%+19.8pp | 361.54%-321.2pp | 35.67%+4.7pp |
| Employer contribution / active EE | $1,878 | $1,867+0.6% | $2,688-30.1% | $2,757-31.9% |
| Participant deferral / active EE | $4,495 | $3,051+47.3% | $4,257+5.6% | $4,300+4.5% |
| Admin fee / account holder | $2,259 | $5,239-56.9% | $6,421-64.8% | $6,925-67.4% |