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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 | $37,034 | $56,063-33.9% | $76,051-51.3% | $80,911-54.2% |
| Participation rate | 51.7% | 62.0%-10.3pp | 69.1%-17.4pp | 67.6%-15.9pp |
| Annual return | 12.66% | 20.54%-7.9pp | 360.42%-347.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $2,501 | $1,874+33.5% | $2,690-7.0% | $2,756-9.2% |
| Participant deferral / active EE | $4,473 | $3,052+46.5% | $4,257+5.1% | $4,297+4.1% |
| Admin fee / account holder | $3,365 | $5,240-35.8% | $6,416-47.6% | $6,935-51.5% |