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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 | $30,522 | $91,439-66.6% | $135,974-77.6% | $71,511-57.3% |
| Participation rate | 58.9% | 75.7%-16.7pp | 81.9%-23.0pp | 67.9%-9.0pp |
| Annual return | 73.64% | 29.90%+43.7pp | 68.30%+5.3pp | 28.86%+44.8pp |
| Employer contribution / active EE | $2,093 | $3,705-43.5% | $4,859-56.9% | $2,589-19.2% |
| Participant deferral / active EE | $4,835 | $7,093-31.8% | $7,760-37.7% | $4,291+12.7% |
| Admin fee / account holder | $3,368 | $1,267+165.9% | $10,767-68.7% | $1,588+112.0% |