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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 | $37,935 | $124,346-69.5% | $111,308-65.9% | $167,536-77.4% |
| Participation rate | 47.1% | 79.6%-32.6pp | 77.3%-30.3pp | 82.1%-35.1pp |
| Annual return | 9.10% | 37.45%-28.3pp | 54.67%-45.6pp | 478.82%-469.7pp |
| Employer contribution / active EE | $2,324 | $3,437-32.4% | $2,732-14.9% | $4,839-52.0% |
| Participant deferral / active EE | $4,395 | $5,182-15.2% | $4,487-2.1% | $6,342-30.7% |
| Admin fee / account holder | $1,218 | $10,621-88.5% | $7,965-84.7% | $12,315-90.1% |