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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 | $38,235 | $54,541-29.9% | $78,778-51.5% | $70,126-45.5% |
| Participation rate | 51.7% | 60.8%-9.1pp | 69.2%-17.5pp | 69.5%-17.8pp |
| Annual return | 16.51% | 21.07%-4.6pp | 35.62%-19.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,224 | $1,089+12.5% | $1,986-38.4% | $2,343-47.7% |
| Participant deferral / active EE | $3,001 | $2,210+35.8% | $2,958+1.4% | $3,332-9.9% |
| Admin fee / account holder | $7,100 | $3,709+91.5% | $5,134+38.3% | $4,645+52.8% |