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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 | $38,754 | $227,399-83.0% | $189,758-79.6% | $198,609-80.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 13.95% | 61.03%-47.1pp | 52.62%-38.7pp | 202.70%-188.7pp |
| Employer contribution / active EE | $2,965 | $5,526-46.3% | $4,767-37.8% | $5,055-41.3% |
| Participant deferral / active EE | $6,149 | $6,837-10.1% | $5,856+5.0% | $6,977-11.9% |
| Admin fee / account holder | $1,907 | $25,162-92.4% | $20,388-90.6% | $19,030-90.0% |