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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 | $37,358 | $93,345-60.0% | $119,126-68.6% | $87,485-57.3% |
| Participation rate | 48.6% | 68.7%-20.2pp | 75.8%-27.2pp | 68.9%-20.4pp |
| Annual return | 14.79% | 19.08%-4.3pp | 282.11%-267.3pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,206 | $3,172-30.4% | $4,034-45.3% | $2,596-15.0% |
| Participant deferral / active EE | $2,998 | $4,099-26.9% | $5,318-43.6% | $4,274-29.9% |
| Admin fee / account holder | $6,119 | $8,039-23.9% | $10,693-42.8% | $7,775-21.3% |