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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 | $41,089 | $157,829-74.0% | $136,867-70.0% | $198,609-79.3% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 19.76% | 51.25%-31.5pp | 42.97%-23.2pp | 202.70%-182.9pp |
| Employer contribution / active EE | $2,416 | $3,923-38.4% | $3,547-31.9% | $5,055-52.2% |
| Participant deferral / active EE | $6,264 | $5,463+14.7% | $4,924+27.2% | $6,977-10.2% |
| Admin fee / account holder | $4,019 | $11,107-63.8% | $10,340-61.1% | $19,030-78.9% |