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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 | $21,027 | $110,379-80.9% | $102,412-79.5% | $145,884-85.6% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.0pp | 80.3%-34.8pp |
| Annual return | 33.80% | 24.84%+9.0pp | 24.94%+8.9pp | 551.85%-518.0pp |
| Employer contribution / active EE | $2,542 | $4,216-39.7% | $3,870-34.3% | $4,662-45.5% |
| Participant deferral / active EE | $3,597 | $5,622-36.0% | $5,060-28.9% | $6,690-46.2% |
| Admin fee / account holder | $5,061 | $9,745-48.1% | $8,388-39.7% | $13,392-62.2% |