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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 | $37,738 | $89,259-57.7% | $107,187-64.8% | $82,637-54.3% |
| Participation rate | 51.5% | 67.9%-16.4pp | 75.0%-23.5pp | 68.1%-16.5pp |
| Annual return | 28.94% | 21.02%+7.9pp | 204.55%-175.6pp | 53.51%-24.6pp |
| Employer contribution / active EE | $2,433 | $3,080-21.0% | $3,782-35.7% | $2,552-4.7% |
| Participant deferral / active EE | $7,477 | $4,037+85.2% | $5,096+46.7% | $4,126+81.2% |
| Admin fee / account holder | $4,388 | $7,381-40.5% | $9,162-52.1% | $7,339-40.2% |