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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 | $79,045-49.6% | $100,378-60.3% | $74,429-46.5% |
| Participation rate | 52.4% | 79.4%-27.0pp | 81.5%-29.1pp | 67.2%-14.8pp |
| Annual return | 30.99% | 20.61%+10.4pp | 49.41%-18.4pp | 1368.38%-1337.4pp |
| Employer contribution / active EE | $2,025 | $3,015-32.8% | $3,942-48.6% | $2,625-22.8% |
| Participant deferral / active EE | $4,156 | $7,751-46.4% | $8,087-48.6% | $4,348-4.4% |
| Admin fee / account holder | $2,717 | $1,335+103.6% | $7,899-65.6% | $1,944+39.8% |