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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 | $52,400 | $152,592-65.7% | $125,180-58.1% | $152,885-65.7% |
| Participation rate | 37.5% | 83.3%-45.8pp | 79.8%-42.3pp | 82.5%-45.0pp |
| Annual return | 24.52% | 54.84%-30.3pp | 43.79%-19.3pp | 345.39%-320.9pp |
| Employer contribution / active EE | $1,426 | $4,947-71.2% | $3,866-63.1% | $4,763-70.1% |
| Participant deferral / active EE | $6,580 | $5,868+12.1% | $4,937+33.3% | $5,851+12.5% |
| Admin fee / account holder | $4,784 | $13,435-64.4% | $9,703-50.7% | $11,598-58.8% |