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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 | $46,148 | $97,125-52.5% | $86,233-46.5% | $137,256-66.4% |
| Participation rate | 17.6% | 74.2%-56.6pp | 69.0%-51.4pp | 80.0%-62.3pp |
| Annual return | 15.21% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,936 | $2,841-31.9% | $2,504-22.7% | $4,156-53.4% |
| Participant deferral / active EE | $3,564 | $5,180-31.2% | $4,559-21.8% | $6,407-44.4% |
| Admin fee / account holder | $5,331 | $9,725-45.2% | $8,342-36.1% | $12,270-56.6% |