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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 | $36,220 | $61,125-40.7% | $94,057-61.5% | $87,485-58.6% |
| Participation rate | 53.6% | 64.1%-10.5pp | 73.3%-19.8pp | 68.9%-15.4pp |
| Annual return | 13.69% | 35.20%-21.5pp | 480.62%-466.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $2,126 | $2,136-0.5% | $2,933-27.5% | $2,596-18.1% |
| Participant deferral / active EE | $4,803 | $3,260+47.3% | $4,709+2.0% | $4,274+12.4% |
| Admin fee / account holder | $339 | $5,629-94.0% | $7,244-95.3% | $7,775-95.6% |