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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 | $32,896 | $80,674-59.2% | $119,126-72.4% | $64,340-48.9% |
| Participation rate | 47.8% | 55.2%-7.4pp | 75.8%-27.9pp | 55.2%-7.4pp |
| Annual return | 34.95% | 26.86%+8.1pp | 282.11%-247.2pp | 24.14%+10.8pp |
| Employer contribution / active EE | $2,052 | $2,564-20.0% | $4,034-49.1% | $1,862+10.2% |
| Participant deferral / active EE | $4,123 | $3,053+35.0% | $5,318-22.5% | $2,980+38.3% |
| Admin fee / account holder | $5,259 | $4,559+15.4% | $10,693-50.8% | $3,703+42.0% |