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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 | $40,291 | $71,230-43.4% | $93,727-57.0% | $80,959-50.2% |
| Participation rate | 57.4% | 60.4%-3.0pp | 68.7%-11.3pp | 67.7%-10.3pp |
| Annual return | 13.54% | 11.26%+2.3pp | 133.83%-120.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $4,891 | $1,565+212.5% | $2,421+102.0% | $2,757+77.4% |
| Participant deferral / active EE | $2,351 | $4,037-41.8% | $4,417-46.8% | $4,300-45.3% |
| Admin fee / account holder | $705 | $6,961-89.9% | $8,292-91.5% | $6,925-89.8% |