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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 | $60,740 | $124,330-51.1% | $109,173-44.4% | $167,536-63.7% |
| Participation rate | 42.9% | 79.5%-36.6pp | 75.9%-33.0pp | 82.1%-39.3pp |
| Annual return | 33.54% | 26.04%+7.5pp | 25.75%+7.8pp | 478.82%-445.3pp |
| Employer contribution / active EE | $1,732 | $4,209-58.9% | $3,723-53.5% | $4,839-64.2% |
| Participant deferral / active EE | $3,703 | $5,256-29.5% | $4,654-20.4% | $6,342-41.6% |
| Admin fee / account holder | $7,934 | $7,974-0.5% | $6,755+17.5% | $12,315-35.6% |