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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 | $34,794 | $52,279-33.4% | $89,435-61.1% | $79,856-56.4% |
| Participation rate | 46.1% | 57.5%-11.5pp | 68.0%-21.9pp | 69.6%-23.6pp |
| Annual return | 26.03% | 22.16%+3.9pp | 245.55%-219.5pp | 31.71%-5.7pp |
| Employer contribution / active EE | $2,831 | $1,572+80.2% | $2,587+9.4% | $2,471+14.6% |
| Participant deferral / active EE | $2,806 | $2,740+2.4% | $3,890-27.9% | $3,741-25.0% |
| Admin fee / account holder | $4,768 | $3,356+42.1% | $4,884-2.4% | $5,306-10.1% |