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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 | $37,152 | $182,442-79.6% | $163,379-77.3% | $138,895-73.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 18.62% | 72.74%-54.1pp | 63.41%-44.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,480 | $4,159-64.4% | $3,752-60.6% | $4,194-64.7% |
| Participant deferral / active EE | $2,588 | $6,817-62.0% | $6,282-58.8% | $6,396-59.5% |
| Admin fee / account holder | $1,459 | $10,396-86.0% | $9,818-85.1% | $12,562-88.4% |