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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 | $42,060 | $97,125-56.7% | $86,233-51.2% | $137,256-69.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 16.98% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,684 | $2,841-40.7% | $2,504-32.8% | $4,156-59.5% |
| Participant deferral / active EE | $2,549 | $5,180-50.8% | $4,559-44.1% | $6,407-60.2% |
| Admin fee / account holder | $3,659 | $9,725-62.4% | $8,342-56.1% | $12,270-70.2% |