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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 | $89,259-52.5% | $107,187-60.4% | $82,637-48.7% |
| Participation rate | 35.4% | 67.9%-32.5pp | 75.0%-39.6pp | 68.1%-32.6pp |
| Annual return | 17.79% | 21.02%-3.2pp | 204.55%-186.8pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,062 | $3,080-33.1% | $3,782-45.5% | $2,552-19.2% |
| Participant deferral / active EE | $3,551 | $4,037-12.0% | $5,096-30.3% | $4,126-13.9% |
| Admin fee / account holder | $12,918 | $7,381+75.0% | $9,162+41.0% | $7,339+76.0% |