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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 | $38,330 | $97,125-60.5% | $86,233-55.6% | $137,256-72.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 15.63% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,127 | $2,841+10.1% | $2,504+24.9% | $4,156-24.8% |
| Participant deferral / active EE | $3,127 | $5,180-39.6% | $4,559-31.4% | $6,407-51.2% |
| Admin fee / account holder | $6,370 | $9,725-34.5% | $8,342-23.6% | $12,270-48.1% |