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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 | $32,497 | $154,228-78.9% | $145,433-77.7% | $137,256-76.3% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 19.16% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,025 | $4,804-78.7% | $4,554-77.5% | $4,156-75.3% |
| Participant deferral / active EE | $2,961 | $8,216-64.0% | $7,897-62.5% | $6,407-53.8% |
| Admin fee / account holder | $7,848 | $14,344-45.3% | $13,129-40.2% | $12,270-36.0% |