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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 | $38,128 | $98,766-61.4% | $149,730-74.5% | $79,852-52.3% |
| Participation rate | 49.1% | 75.8%-26.7pp | 82.5%-33.4pp | 69.6%-20.6pp |
| Annual return | 20.48% | 27.43%-7.0pp | 276.70%-256.2pp | 31.72%-11.2pp |
| Employer contribution / active EE | $1,696 | $3,217-47.3% | $4,645-63.5% | $2,471-31.4% |
| Participant deferral / active EE | $4,504 | $5,681-20.7% | $6,843-34.2% | $3,740+20.4% |
| Admin fee / account holder | $2,933 | $6,052-51.5% | $9,310-68.5% | $5,306-44.7% |