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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 | $38,577 | $99,053-61.1% | $88,179-56.3% | $138,895-72.2% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.1%-12.6pp | 79.9%-23.4pp |
| Annual return | 13.79% | 78.17%-64.4pp | 64.97%-51.2pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,185 | $2,882-58.9% | $2,549-53.5% | $4,194-71.8% |
| Participant deferral / active EE | $1,841 | $5,225-64.8% | $4,614-60.1% | $6,396-71.2% |
| Admin fee / account holder | $5,264 | $8,748-39.8% | $7,673-31.4% | $12,562-58.1% |