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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 | $36,908 | $90,486-59.2% | $78,676-53.1% | $273,972-86.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 8.35% | 75.62%-67.3pp | 62.19%-53.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,245 | $3,175-60.8% | $2,850-56.3% | $4,869-74.4% |
| Participant deferral / active EE | $4,991 | $3,901+27.9% | $3,517+41.9% | $5,287-5.6% |
| Admin fee / account holder | $2,479 | $5,263-52.9% | $4,510-45.0% | $10,133-75.5% |