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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 | $36,687 | $91,198-59.8% | $178,503-79.4% | $79,856-54.1% |
| Participation rate | 58.8% | 69.2%-10.4pp | 81.9%-23.1pp | 69.6%-10.8pp |
| Annual return | 20.10% | 24.20%-4.1pp | 151.12%-131.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,850 | $3,257-43.2% | $5,011-63.1% | $2,471-25.1% |
| Participant deferral / active EE | $4,641 | $3,237+43.4% | $5,202-10.8% | $3,741+24.1% |
| Admin fee / account holder | $8,683 | $6,748+28.7% | $13,987-37.9% | $5,306+63.6% |