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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 | $37,094 | $77,638-52.2% | $156,551-76.3% | $62,881-41.0% |
| Participation rate | 37.0% | 71.2%-34.2pp | 84.0%-47.0pp | 69.3%-32.3pp |
| Annual return | 8.87% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,120 | $3,444-67.5% | $5,501-79.6% | $2,281-50.9% |
| Participant deferral / active EE | $1,711 | $3,046-43.8% | $4,871-64.9% | $3,203-46.6% |
| Admin fee / account holder | $301 | $5,561-94.6% | $13,028-97.7% | $4,296-93.0% |