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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 | $44,337 | $77,908-43.1% | $149,696-70.4% | $75,173-41.0% |
| Participation rate | 52.4% | 65.6%-13.2pp | 78.8%-26.4pp | 67.2%-14.8pp |
| Annual return | 24.60% | 31.73%-7.1pp | 134.46%-109.9pp | 160.72%-136.1pp |
| Employer contribution / active EE | $2,194 | $3,138-30.1% | $4,821-54.5% | $2,671-17.8% |
| Participant deferral / active EE | $3,818 | $3,411+11.9% | $5,682-32.8% | $4,126-7.5% |
| Admin fee / account holder | $5,740 | $5,950-3.5% | $13,212-56.6% | $5,651+1.6% |