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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 | $49,162 | $79,449-38.1% | $189,575-74.1% | $85,847-42.7% |
| Participation rate | 42.2% | 66.0%-23.8pp | 78.4%-36.3pp | 69.3%-27.1pp |
| Annual return | 22.38% | 18.45%+3.9pp | 64.19%-41.8pp | 318.61%-296.2pp |
| Employer contribution / active EE | $1,641 | $2,081-21.2% | $4,412-62.8% | $2,565-36.0% |
| Participant deferral / active EE | $11,285 | $4,051+178.6% | $6,174+82.8% | $3,952+185.5% |
| Admin fee / account holder | $6,304 | $5,377+17.2% | $9,806-35.7% | $6,261+0.7% |