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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 | $33,060 | $70,684-53.2% | $169,390-80.5% | $75,173-56.0% |
| Participation rate | 47.8% | 64.8%-17.0pp | 77.2%-29.3pp | 67.2%-19.4pp |
| Annual return | 15.05% | 36.38%-21.3pp | 406.07%-391.0pp | 160.72%-145.7pp |
| Employer contribution / active EE | $2,183 | $2,211-1.3% | $4,013-45.6% | $2,671-18.3% |
| Participant deferral / active EE | $4,488 | $4,310+4.1% | $6,222-27.9% | $4,126+8.8% |
| Admin fee / account holder | $1,663 | $5,404-69.2% | $9,015-81.5% | $5,651-70.6% |