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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 | $88,672-54.4% | $105,223-61.6% | $82,448-51.0% |
| Participation rate | 57.9% | 67.9%-10.0pp | 75.0%-17.1pp | 68.1%-10.2pp |
| Annual return | 25.78% | 30.86%-5.1pp | 180.65%-154.9pp | 41.64%-15.9pp |
| Employer contribution / active EE | $2,259 | $3,048-25.9% | $3,689-38.8% | $2,551-11.5% |
| Participant deferral / active EE | $5,129 | $4,036+27.1% | $5,072+1.1% | $4,139+23.9% |
| Admin fee / account holder | $4,990 | $7,146-30.2% | $8,859-43.7% | $7,234-31.0% |