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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 | $38,811 | $139,948-72.3% | $121,663-68.1% | $154,746-74.9% |
| Participation rate | 45.5% | 78.0%-32.6pp | 74.5%-29.0pp | 80.7%-35.2pp |
| Annual return | 34.25% | 230.52%-196.3pp | 147.54%-113.3pp | 172.34%-138.1pp |
| Employer contribution / active EE | $1,024 | $3,521-70.9% | $3,020-66.1% | $4,379-76.6% |
| Participant deferral / active EE | $2,810 | $5,629-50.1% | $4,887-42.5% | $6,730-58.2% |
| Admin fee / account holder | $3,732 | $17,321-78.5% | $14,289-73.9% | $14,365-74.0% |