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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 | $38,399 | $93,589-59.0% | $135,942-71.8% | $75,181-48.9% |
| Participation rate | 54.2% | 75.2%-21.0pp | 81.9%-27.7pp | 67.2%-13.0pp |
| Annual return | 17.02% | 30.90%-13.9pp | 68.28%-51.3pp | 160.69%-143.7pp |
| Employer contribution / active EE | $2,313 | $3,537-34.6% | $4,858-52.4% | $2,671-13.4% |
| Participant deferral / active EE | $5,066 | $6,405-20.9% | $7,759-34.7% | $4,126+22.8% |
| Admin fee / account holder | $12,477 | $6,977+78.8% | $10,764+15.9% | $5,650+120.8% |