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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 | $46,452 | $60,442-23.1% | $96,754-52.0% | $87,485-46.9% |
| Participation rate | 26.4% | 58.7%-32.3pp | 70.3%-43.9pp | 68.9%-42.6pp |
| Annual return | 22.60% | 21.97%+0.6pp | 82.04%-59.4pp | 26.06%-3.5pp |
| Employer contribution / active EE | $1,027 | $1,691-39.2% | $2,679-61.7% | $2,596-60.4% |
| Participant deferral / active EE | $3,495 | $3,280+6.5% | $4,758-26.6% | $4,274-18.2% |
| Admin fee / account holder | $4,900 | $5,069-3.3% | $8,905-45.0% | $7,775-37.0% |