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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 | $36,821 | $97,125-62.1% | $86,233-57.3% | $137,256-73.2% |
| Participation rate | 43.8% | 74.2%-30.4pp | 69.0%-25.3pp | 80.0%-36.2pp |
| Annual return | 24.14% | 74.19%-50.1pp | 61.39%-37.3pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,123 | $2,841-60.5% | $2,504-55.2% | $4,156-73.0% |
| Participant deferral / active EE | $3,846 | $5,180-25.7% | $4,559-15.6% | $6,407-40.0% |
| Admin fee / account holder | $1,899 | $9,725-80.5% | $8,342-77.2% | $12,270-84.5% |