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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 | $37,775 | $88,672-57.4% | $105,223-64.1% | $82,448-54.2% |
| Participation rate | 46.4% | 67.9%-21.5pp | 75.0%-28.6pp | 68.1%-21.6pp |
| Annual return | 18.41% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,945 | $3,048-36.2% | $3,689-47.3% | $2,551-23.7% |
| Participant deferral / active EE | $5,729 | $4,036+42.0% | $5,072+13.0% | $4,139+38.4% |
| Admin fee / account holder | $3,725 | $7,146-47.9% | $8,859-57.9% | $7,234-48.5% |