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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 | $43,169 | $89,259-51.6% | $107,187-59.7% | $82,637-47.8% |
| Participation rate | 54.5% | 67.9%-13.4pp | 75.0%-20.5pp | 68.1%-13.5pp |
| Annual return | 28.52% | 21.02%+7.5pp | 204.55%-176.0pp | 53.51%-25.0pp |
| Employer contribution / active EE | $2,009 | $3,080-34.8% | $3,782-46.9% | $2,552-21.3% |
| Participant deferral / active EE | $3,978 | $4,037-1.5% | $5,096-21.9% | $4,126-3.6% |
| Admin fee / account holder | $564 | $7,381-92.4% | $9,162-93.8% | $7,339-92.3% |