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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 | $38,754 | $172,111-77.5% | $150,298-74.2% | $137,256-71.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.95% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,965 | $4,636-36.0% | $4,154-28.6% | $4,156-28.6% |
| Participant deferral / active EE | $6,149 | $6,166-0.3% | $5,453+12.8% | $6,407-4.0% |
| Admin fee / account holder | $1,907 | $16,471-88.4% | $14,116-86.5% | $12,270-84.5% |