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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 | $30,082 | $89,367-66.3% | $141,191-78.7% | $72,975-58.8% |
| Participation rate | 54.5% | 75.1%-20.6pp | 82.5%-27.9pp | 69.5%-14.9pp |
| Annual return | 30.86% | 111.87%-81.0pp | 71.41%-40.5pp | 81.01%-50.1pp |
| Employer contribution / active EE | $2,236 | $3,115-28.2% | $4,736-52.8% | $2,440-8.4% |
| Participant deferral / active EE | $3,305 | $5,419-39.0% | $6,710-50.7% | $3,608-8.4% |
| Admin fee / account holder | $1,553 | $5,957-73.9% | $10,264-84.9% | $5,124-69.7% |