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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 | $37,461 | $232,540-83.9% | $185,117-79.8% | $147,586-74.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 20.80% | 43.03%-22.2pp | 40.50%-19.7pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,914 | $5,195-63.2% | $4,182-54.2% | $4,876-60.8% |
| Participant deferral / active EE | $2,735 | $5,834-53.1% | $5,045-45.8% | $5,439-49.7% |
| Admin fee / account holder | $935 | $10,275-90.9% | $8,159-88.5% | $10,886-91.4% |