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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 | $39,945 | $91,559-56.4% | $133,971-70.2% | $79,852-50.0% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.5pp | 69.6%-16.3pp |
| Annual return | 15.19% | 61.85%-46.7pp | 45.09%-29.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $2,699 | $2,384+13.2% | $3,919-31.1% | $2,471+9.2% |
| Participant deferral / active EE | $3,530 | $3,734-5.5% | $5,047-30.1% | $3,740-5.6% |
| Admin fee / account holder | $12,017 | $6,321+90.1% | $8,929+34.6% | $5,306+126.5% |