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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 | $33,389 | $89,259-62.6% | $107,187-68.9% | $82,637-59.6% |
| Participation rate | 46.5% | 67.9%-21.4pp | 75.0%-28.5pp | 68.1%-21.5pp |
| Annual return | 18.53% | 21.02%-2.5pp | 204.55%-186.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,052 | $3,080-33.4% | $3,782-45.8% | $2,552-19.6% |
| Participant deferral / active EE | $5,172 | $4,037+28.1% | $5,096+1.5% | $4,126+25.4% |
| Admin fee / account holder | $2,595 | $7,381-64.8% | $9,162-71.7% | $7,339-64.6% |