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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 | $46,772 | $88,672-47.3% | $105,223-55.5% | $82,448-43.3% |
| Participation rate | 47.1% | 67.9%-20.9pp | 75.0%-28.0pp | 68.1%-21.0pp |
| Annual return | 19.26% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,437 | $3,048-20.0% | $3,689-33.9% | $2,551-4.4% |
| Participant deferral / active EE | $5,194 | $4,036+28.7% | $5,072+2.4% | $4,139+25.5% |
| Admin fee / account holder | $973 | $7,146-86.4% | $8,859-89.0% | $7,234-86.5% |