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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 | $35,630 | $97,125-63.3% | $86,233-58.7% | $137,256-74.0% |
| Participation rate | 45.8% | 74.2%-28.4pp | 69.0%-23.2pp | 80.0%-34.1pp |
| Annual return | 19.20% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,644 | $2,841-42.1% | $2,504-34.3% | $4,156-60.4% |
| Participant deferral / active EE | $1,788 | $5,180-65.5% | $4,559-60.8% | $6,407-72.1% |
| Admin fee / account holder | $1,071 | $9,725-89.0% | $8,342-87.2% | $12,270-91.3% |