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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 | $37,629 | $97,125-61.3% | $86,233-56.4% | $137,256-72.6% |
| Participation rate | 45.5% | 74.2%-28.7pp | 69.0%-23.6pp | 80.0%-34.5pp |
| Annual return | 14.97% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,062 | $2,841-62.6% | $2,504-57.6% | $4,156-74.5% |
| Participant deferral / active EE | $2,224 | $5,180-57.1% | $4,559-51.2% | $6,407-65.3% |
| Admin fee / account holder | $6,548 | $9,725-32.7% | $8,342-21.5% | $12,270-46.6% |