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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 | $35,369 | $172,111-79.4% | $150,298-76.5% | $137,256-74.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 18.06% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,447 | $4,636-68.8% | $4,154-65.2% | $4,156-65.2% |
| Participant deferral / active EE | $3,733 | $6,166-39.4% | $5,453-31.5% | $6,407-41.7% |
| Admin fee / account holder | $1,321 | $16,471-92.0% | $14,116-90.6% | $12,270-89.2% |