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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 | $35,241 | $90,509-61.1% | $78,693-55.2% | $273,968-87.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 8.29% | 75.61%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,080 | $3,175-34.5% | $2,850-27.0% | $4,869-57.3% |
| Participant deferral / active EE | $2,003 | $3,901-48.7% | $3,517-43.0% | $5,287-62.1% |
| Admin fee / account holder | $477 | $5,264-90.9% | $4,511-89.4% | $10,132-95.3% |