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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 | $46,916 | $77,638-39.6% | $156,551-70.0% | $62,881-25.4% |
| Participation rate | 58.0% | 71.2%-13.2pp | 84.0%-26.0pp | 69.3%-11.3pp |
| Annual return | 4.96% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $839 | $3,444-75.6% | $5,501-84.7% | $2,281-63.2% |
| Participant deferral / active EE | $2,313 | $3,046-24.1% | $4,871-52.5% | $3,203-27.8% |
| Admin fee / account holder | $10,378 | $5,561+86.6% | $13,028-20.3% | $4,296+141.6% |