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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 | $79,169-49.7% | $100,415-60.4% | $74,478-46.5% |
| Participation rate | 52.4% | 79.4%-27.0pp | 81.5%-29.1pp | 67.2%-14.8pp |
| Annual return | 30.99% | 20.51%+10.5pp | 49.47%-18.5pp | 1370.56%-1339.6pp |
| Employer contribution / active EE | $2,025 | $3,017-32.9% | $3,943-48.6% | $2,626-22.9% |
| Participant deferral / active EE | $4,156 | $7,751-46.4% | $8,091-48.6% | $4,350-4.5% |
| Admin fee / account holder | $2,717 | $1,337+103.2% | $7,906-65.6% | $1,946+39.7% |