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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 | $43,236 | $52,279-17.3% | $89,414-51.6% | $79,852-45.9% |
| Participation rate | 50.0% | 57.5%-7.5pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | 16.19% | 22.16%-6.0pp | 245.50%-229.3pp | 31.72%-15.5pp |
| Employer contribution / active EE | $2,203 | $1,572+40.2% | $2,586-14.8% | $2,471-10.8% |
| Participant deferral / active EE | $3,379 | $2,740+23.3% | $3,890-13.1% | $3,740-9.7% |
| Admin fee / account holder | $2,509 | $3,356-25.2% | $4,883-48.6% | $5,306-52.7% |