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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 | $37,863 | $89,367-57.6% | $141,191-73.2% | $72,975-48.1% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.5%-34.5pp | 69.5%-21.5pp |
| Annual return | 24.79% | 111.87%-87.1pp | 71.41%-46.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,581 | $3,115-49.3% | $4,736-66.6% | $2,440-35.2% |
| Participant deferral / active EE | $4,965 | $5,419-8.4% | $6,710-26.0% | $3,608+37.6% |
| Admin fee / account holder | $786 | $5,957-86.8% | $10,264-92.3% | $5,124-84.7% |