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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 | $42,924 | $63,354-32.2% | $94,105-54.4% | $82,637-48.1% |
| Participation rate | 48.6% | 63.8%-15.2pp | 71.9%-23.3pp | 68.1%-19.4pp |
| Annual return | 20.91% | 34.36%-13.4pp | 204.55%-183.6pp | 53.51%-32.6pp |
| Employer contribution / active EE | $2,797 | $1,760+59.0% | $2,504+11.7% | $2,552+9.6% |
| Participant deferral / active EE | $3,298 | $2,873+14.8% | $3,881-15.0% | $4,126-20.1% |
| Admin fee / account holder | $2,213 | $5,073-56.4% | $6,199-64.3% | $7,339-69.8% |