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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 | $37,684 | $111,535-66.2% | $105,223-64.2% | $137,256-72.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 12.46% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,452 | $3,939-37.8% | $3,689-33.5% | $4,156-41.0% |
| Participant deferral / active EE | $4,941 | $5,500-10.2% | $5,072-2.6% | $6,407-22.9% |
| Admin fee / account holder | $2,074 | $9,721-78.7% | $8,859-76.6% | $12,270-83.1% |