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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 | $58,686 | $97,125-39.6% | $86,233-31.9% | $137,256-57.2% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 20.51% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,306 | $2,841-54.0% | $2,504-47.9% | $4,156-68.6% |
| Participant deferral / active EE | $2,434 | $5,180-53.0% | $4,559-46.6% | $6,407-62.0% |
| Admin fee / account holder | $1,925 | $9,725-80.2% | $8,342-76.9% | $12,270-84.3% |