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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 | $43,646 | $88,672-50.8% | $105,223-58.5% | $82,448-47.1% |
| Participation rate | 41.8% | 67.9%-26.1pp | 75.0%-33.2pp | 68.1%-26.2pp |
| Annual return | 18.32% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,391 | $3,048-54.4% | $3,689-62.3% | $2,551-45.5% |
| Participant deferral / active EE | $5,365 | $4,036+32.9% | $5,072+5.8% | $4,139+29.6% |
| Admin fee / account holder | $20,865 | $7,146+192.0% | $8,859+135.5% | $7,234+188.4% |