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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 | $57,078 | $97,125-41.2% | $86,233-33.8% | $137,256-58.4% |
| Participation rate | 45.5% | 74.2%-28.7pp | 69.0%-23.6pp | 80.0%-34.5pp |
| Annual return | 11.07% | 74.19%-63.1pp | 61.39%-50.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,538 | $2,841-45.9% | $2,504-38.6% | $4,156-63.0% |
| Participant deferral / active EE | $2,268 | $5,180-56.2% | $4,559-50.2% | $6,407-64.6% |
| Admin fee / account holder | $1,030 | $9,725-89.4% | $8,342-87.7% | $12,270-91.6% |