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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 | $33,341 | $88,672-62.4% | $105,223-68.3% | $82,448-59.6% |
| Participation rate | 48.9% | 67.9%-19.0pp | 75.0%-26.2pp | 68.1%-19.2pp |
| Annual return | 21.17% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $2,246 | $3,048-26.3% | $3,689-39.1% | $2,551-12.0% |
| Participant deferral / active EE | $3,723 | $4,036-7.7% | $5,072-26.6% | $4,139-10.0% |
| Admin fee / account holder | $404 | $7,146-94.3% | $8,859-95.4% | $7,234-94.4% |