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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 | $32,815 | $98,760-66.8% | $149,715-78.1% | $79,858-58.9% |
| Participation rate | 47.6% | 75.8%-28.2pp | 82.5%-34.9pp | 69.6%-22.0pp |
| Annual return | 20.49% | 27.43%-6.9pp | 276.66%-256.2pp | 31.72%-11.2pp |
| Employer contribution / active EE | $1,935 | $3,217-39.9% | $4,645-58.3% | $2,471-21.7% |
| Participant deferral / active EE | $4,939 | $5,681-13.1% | $6,842-27.8% | $3,740+32.1% |
| Admin fee / account holder | $2,488 | $6,053-58.9% | $9,310-73.3% | $5,306-53.1% |