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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 | $88,672-57.9% | $105,223-64.5% | $82,448-54.7% |
| Participation rate | 48.6% | 67.9%-19.4pp | 75.0%-26.5pp | 68.1%-19.5pp |
| Annual return | 14.79% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,206 | $3,048-27.6% | $3,689-40.2% | $2,551-13.5% |
| Participant deferral / active EE | $2,998 | $4,036-25.7% | $5,072-40.9% | $4,139-27.6% |
| Admin fee / account holder | $6,119 | $7,146-14.4% | $8,859-30.9% | $7,234-15.4% |