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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 | $40,434 | $136,860-70.5% | $120,344-66.4% | $154,746-73.9% |
| Participation rate | 54.5% | 79.9%-25.3pp | 76.7%-22.2pp | 80.7%-26.2pp |
| Annual return | 49.47% | 21.38%+28.1pp | 20.30%+29.2pp | 172.34%-122.9pp |
| Employer contribution / active EE | $1,688 | $3,533-52.2% | $3,020-44.1% | $4,379-61.4% |
| Participant deferral / active EE | $1,998 | $5,793-65.5% | $5,135-61.1% | $6,730-70.3% |
| Admin fee / account holder | $380 | $15,393-97.5% | $12,742-97.0% | $14,365-97.4% |