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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 | $45,117 | $88,672-49.1% | $105,223-57.1% | $82,448-45.3% |
| Participation rate | 53.3% | 67.9%-14.6pp | 75.0%-21.7pp | 68.1%-14.7pp |
| Annual return | 15.23% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,357 | $3,048-22.7% | $3,689-36.1% | $2,551-7.6% |
| Participant deferral / active EE | $4,400 | $4,036+9.0% | $5,072-13.3% | $4,139+6.3% |
| Admin fee / account holder | $4,571 | $7,146-36.0% | $8,859-48.4% | $7,234-36.8% |