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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 | $37,567 | $108,825-65.5% | $156,181-75.9% | $82,448-54.4% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 198.92% | 20.59%+178.3pp | 64.87%+134.0pp | 41.64%+157.3pp |
| Employer contribution / active EE | $1,624 | $2,870-43.4% | $4,294-62.2% | $2,551-36.3% |
| Participant deferral / active EE | $3,053 | $4,577-33.3% | $6,132-50.2% | $4,139-26.2% |
| Admin fee / account holder | $3,096 | $9,341-66.9% | $14,586-78.8% | $7,234-57.2% |