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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 | $47,541 | $124,346-61.8% | $111,306-57.3% | $167,553-71.6% |
| Participation rate | 55.0% | 79.6%-24.6pp | 77.3%-22.3pp | 82.1%-27.1pp |
| Annual return | 15.26% | 37.46%-22.2pp | 54.67%-39.4pp | 478.89%-463.6pp |
| Employer contribution / active EE | $3,114 | $3,438-9.4% | $2,732+14.0% | $4,840-35.7% |
| Participant deferral / active EE | $3,961 | $5,182-23.5% | $4,488-11.7% | $6,343-37.5% |
| Admin fee / account holder | $9,004 | $10,623-15.2% | $7,966+13.0% | $12,316-26.9% |