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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 | $82,133-55.3% | $147,318-75.1% | $64,097-42.7% |
| Participation rate | 46.5% | 62.3%-15.8pp | 82.1%-35.6pp | 55.2%-8.7pp |
| Annual return | 22.35% | 78.78%-56.4pp | 70.43%-48.1pp | 34.64%-12.3pp |
| Employer contribution / active EE | $1,584 | $2,872-44.8% | $4,593-65.5% | $1,891-16.3% |
| Participant deferral / active EE | $2,838 | $5,407-47.5% | $7,906-64.1% | $3,080-7.9% |
| Admin fee / account holder | $1,566 | $3,730-58.0% | $13,708-88.6% | $3,454-54.7% |