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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 | $39,810 | $78,976-49.6% | $100,383-60.3% | $74,546-46.6% |
| Participation rate | 52.4% | 79.5%-27.0pp | 81.5%-29.1pp | 67.2%-14.8pp |
| Annual return | 30.99% | 20.62%+10.4pp | 49.26%-18.3pp | 1366.03%-1335.0pp |
| Employer contribution / active EE | $2,025 | $3,019-32.9% | $3,944-48.7% | $2,624-22.8% |
| Participant deferral / active EE | $4,156 | $7,758-46.4% | $8,086-48.6% | $4,347-4.4% |
| Admin fee / account holder | $2,717 | $1,330+104.3% | $7,900-65.6% | $1,944+39.8% |