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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 | $37,060 | $97,125-61.8% | $86,233-57.0% | $137,256-73.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.58% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,498 | $2,841-47.3% | $2,504-40.2% | $4,156-64.0% |
| Participant deferral / active EE | $3,548 | $5,180-31.5% | $4,559-22.2% | $6,407-44.6% |
| Admin fee / account holder | $375 | $9,725-96.1% | $8,342-95.5% | $12,270-96.9% |