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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 | $37,542 | $174,379-78.5% | $152,093-75.3% | $138,895-73.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 21.50% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,486 | $4,652-68.1% | $4,175-64.4% | $4,194-64.6% |
| Participant deferral / active EE | $4,186 | $6,159-32.0% | $5,451-23.2% | $6,396-34.5% |
| Admin fee / account holder | $526 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |