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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 | $42,427 | $88,672-52.2% | $105,223-59.7% | $82,448-48.5% |
| Participation rate | 35.4% | 67.9%-32.5pp | 75.0%-39.6pp | 68.1%-32.6pp |
| Annual return | 17.79% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,062 | $3,048-32.4% | $3,689-44.1% | $2,551-19.2% |
| Participant deferral / active EE | $3,551 | $4,036-12.0% | $5,072-30.0% | $4,139-14.2% |
| Admin fee / account holder | $12,918 | $7,146+80.8% | $8,859+45.8% | $7,234+78.6% |