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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 | $37,957 | $65,084-41.7% | $67,681-43.9% | $64,340-41.0% |
| Participation rate | 52.4% | 66.7%-14.4pp | 73.7%-21.3pp | 55.2%-2.9pp |
| Annual return | 16.24% | 20.50%-4.3pp | 590.58%-574.3pp | 24.14%-7.9pp |
| Employer contribution / active EE | $1,561 | $2,398-34.9% | $2,678-41.7% | $1,862-16.2% |
| Participant deferral / active EE | $3,750 | $3,210+16.8% | $3,976-5.7% | $2,980+25.8% |
| Admin fee / account holder | $8,957 | $1,415+533.0% | $6,100+46.8% | $3,703+141.9% |