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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 | $51,115 | $97,125-47.4% | $86,233-40.7% | $137,256-62.8% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 39.62% | 74.19%-34.6pp | 61.39%-21.8pp | 220.34%-180.7pp |
| Employer contribution / active EE | $1,305 | $2,841-54.1% | $2,504-47.9% | $4,156-68.6% |
| Participant deferral / active EE | $2,396 | $5,180-53.7% | $4,559-47.5% | $6,407-62.6% |
| Admin fee / account holder | $924 | $9,725-90.5% | $8,342-88.9% | $12,270-92.5% |