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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 | $39,510 | $111,535-64.6% | $105,223-62.5% | $137,256-71.2% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.0%-40.0pp | 80.0%-45.0pp |
| Annual return | 22.24% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,394 | $3,939-64.6% | $3,689-62.2% | $4,156-66.5% |
| Participant deferral / active EE | $4,634 | $5,500-15.7% | $5,072-8.6% | $6,407-27.7% |
| Admin fee / account holder | $2,040 | $9,721-79.0% | $8,859-77.0% | $12,270-83.4% |