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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 | $36,851 | $97,125-62.1% | $86,233-57.3% | $137,256-73.2% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.0%-15.7pp | 80.0%-26.6pp |
| Annual return | 21.34% | 74.19%-52.8pp | 61.39%-40.0pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,091 | $2,841-26.4% | $2,504-16.5% | $4,156-49.7% |
| Participant deferral / active EE | $3,641 | $5,180-29.7% | $4,559-20.1% | $6,407-43.2% |
| Admin fee / account holder | $344 | $9,725-96.5% | $8,342-95.9% | $12,270-97.2% |