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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 | $55,276 | $110,410-49.9% | $102,437-46.0% | $145,897-62.1% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 29.21% | 24.85%+4.4pp | 24.95%+4.3pp | 552.29%-523.1pp |
| Employer contribution / active EE | $2,917 | $4,217-30.8% | $3,871-24.6% | $4,663-37.4% |
| Participant deferral / active EE | $2,762 | $5,622-50.9% | $5,060-45.4% | $6,689-58.7% |
| Admin fee / account holder | $3,742 | $9,745-61.6% | $8,388-55.4% | $13,390-72.1% |