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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 | $37,825 | $101,798-62.8% | $165,071-77.1% | $80,935-53.3% |
| Participation rate | 51.2% | 71.8%-20.6pp | 78.6%-27.4pp | 67.7%-16.4pp |
| Annual return | 11.95% | 16.73%-4.8pp | 70.17%-58.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,823 | $2,954-38.3% | $4,347-58.1% | $2,757-33.9% |
| Participant deferral / active EE | $3,420 | $4,476-23.6% | $6,035-43.3% | $4,299-20.5% |
| Admin fee / account holder | $2,479 | $8,221-69.8% | $12,695-80.5% | $6,924-64.2% |