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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 | $36,455 | $89,367-59.2% | $141,191-74.2% | $72,975-50.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 21.32% | 111.87%-90.5pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $803 | $3,115-74.2% | $4,736-83.0% | $2,440-67.1% |
| Participant deferral / active EE | $3,389 | $5,419-37.5% | $6,710-49.5% | $3,608-6.1% |
| Admin fee / account holder | $740 | $5,957-87.6% | $10,264-92.8% | $5,124-85.6% |