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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 | $49,945 | $98,776-49.4% | $149,745-66.6% | $79,856-37.5% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.6%-10.1pp |
| Annual return | 21.76% | 27.38%-5.6pp | 276.72%-255.0pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,272 | $3,217-29.4% | $4,646-51.1% | $2,471-8.1% |
| Participant deferral / active EE | $4,324 | $5,681-23.9% | $6,843-36.8% | $3,741+15.6% |
| Admin fee / account holder | $9,254 | $6,053+52.9% | $9,312-0.6% | $5,306+74.4% |