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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 | $33,442 | $124,346-73.1% | $111,308-70.0% | $167,536-80.0% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 17.65% | 37.45%-19.8pp | 54.67%-37.0pp | 478.82%-461.2pp |
| Employer contribution / active EE | $2,085 | $3,437-39.3% | $2,732-23.7% | $4,839-56.9% |
| Participant deferral / active EE | $4,425 | $5,182-14.6% | $4,487-1.4% | $6,342-30.2% |
| Admin fee / account holder | $10,765 | $10,621+1.4% | $7,965+35.2% | $12,315-12.6% |