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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 | $47,475 | $88,672-46.5% | $105,223-54.9% | $82,448-42.4% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 22.20% | 30.86%-8.7pp | 180.65%-158.5pp | 41.64%-19.4pp |
| Employer contribution / active EE | $3,702 | $3,048+21.5% | $3,689+0.4% | $2,551+45.1% |
| Participant deferral / active EE | $5,983 | $4,036+48.2% | $5,072+18.0% | $4,139+44.5% |
| Admin fee / account holder | $4,157 | $7,146-41.8% | $8,859-53.1% | $7,234-42.5% |