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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 | $174,379-79.7% | $152,093-76.7% | $138,895-74.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 18.06% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,447 | $4,652-68.9% | $4,175-65.3% | $4,194-65.5% |
| Participant deferral / active EE | $3,733 | $6,159-39.4% | $5,451-31.5% | $6,396-41.6% |
| Admin fee / account holder | $1,321 | $16,880-92.2% | $14,497-90.9% | $12,562-89.5% |