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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 | $30,262 | $98,766-69.4% | $149,730-79.8% | $79,852-62.1% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.5%-30.6pp | 69.6%-17.8pp |
| Annual return | 17.66% | 27.43%-9.8pp | 276.70%-259.0pp | 31.72%-14.1pp |
| Employer contribution / active EE | $2,169 | $3,217-32.6% | $4,645-53.3% | $2,471-12.2% |
| Participant deferral / active EE | $5,477 | $5,681-3.6% | $6,843-20.0% | $3,740+46.4% |
| Admin fee / account holder | $3,578 | $6,052-40.9% | $9,310-61.6% | $5,306-32.6% |