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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 | $21,293 | $105,960-79.9% | $81,726-73.9% | $158,982-86.6% |
| Participation rate | 46.2% | 75.6%-29.5pp | 72.0%-25.9pp | 82.0%-35.8pp |
| Annual return | 32.03% | 38.19%-6.2pp | 29.49%+2.5pp | 302.99%-271.0pp |
| Employer contribution / active EE | $2,444 | $7,805-68.7% | $4,311-43.3% | $4,763-48.7% |
| Participant deferral / active EE | $6,360 | $13,011-51.1% | $7,108-10.5% | $5,983+6.3% |
| Admin fee / account holder | $8,459 | $8,494-0.4% | $5,160+63.9% | $11,252-24.8% |