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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 | $37,508 | $108,882-65.6% | $96,754-61.2% | $154,746-75.8% |
| Participation rate | 41.7% | 75.1%-33.4pp | 70.3%-28.6pp | 80.7%-39.0pp |
| Annual return | 16.46% | 98.39%-81.9pp | 82.04%-65.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,894 | $3,018-37.2% | $2,679-29.3% | $4,379-56.7% |
| Participant deferral / active EE | $2,618 | $5,323-50.8% | $4,758-45.0% | $6,730-61.1% |
| Admin fee / account holder | $3,757 | $10,200-63.2% | $8,905-57.8% | $14,365-73.8% |