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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 | $36,749 | $90,107-59.2% | $182,262-79.8% | $69,733-47.3% |
| Participation rate | 46.5% | 64.8%-18.3pp | 84.2%-37.7pp | 62.5%-15.9pp |
| Annual return | 22.35% | 95.58%-73.2pp | 140.60%-118.2pp | 15.22%+7.1pp |
| Employer contribution / active EE | $1,584 | $3,043-47.9% | $5,046-68.6% | $2,250-29.6% |
| Participant deferral / active EE | $2,838 | $5,135-44.7% | $8,276-65.7% | $3,054-7.1% |
| Admin fee / account holder | $1,566 | $3,377-53.6% | $16,712-90.6% | $3,102-49.5% |