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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 | $37,218 | $124,425-70.1% | $112,040-66.8% | $137,256-72.9% |
| Participation rate | 41.7% | 79.3%-37.6pp | 76.5%-34.8pp | 80.0%-38.3pp |
| Annual return | 39.24% | 24.72%+14.5pp | 24.52%+14.7pp | 220.34%-181.1pp |
| Employer contribution / active EE | $7,011 | $3,411+105.5% | $2,954+137.4% | $4,156+68.7% |
| Participant deferral / active EE | $3,018 | $5,718-47.2% | $5,098-40.8% | $6,407-52.9% |
| Admin fee / account holder | $5,463 | $15,207-64.1% | $12,098-54.8% | $12,270-55.5% |