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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 | $40,426 | $93,345-56.7% | $119,126-66.1% | $87,485-53.8% |
| Participation rate | 57.9% | 68.7%-10.8pp | 75.8%-17.9pp | 68.9%-11.0pp |
| Annual return | 25.78% | 19.08%+6.7pp | 282.11%-256.3pp | 26.06%-0.3pp |
| Employer contribution / active EE | $2,259 | $3,172-28.8% | $4,034-44.0% | $2,596-13.0% |
| Participant deferral / active EE | $5,129 | $4,099+25.1% | $5,318-3.6% | $4,274+20.0% |
| Admin fee / account holder | $4,990 | $8,039-37.9% | $10,693-53.3% | $7,775-35.8% |