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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 | $36,708 | $91,559-59.9% | $133,959-72.6% | $79,858-54.0% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 42.22% | 61.85%-19.6pp | 45.09%-2.9pp | 31.72%+10.5pp |
| Employer contribution / active EE | $694 | $2,384-70.9% | $3,919-82.3% | $2,471-71.9% |
| Participant deferral / active EE | $1,802 | $3,734-51.7% | $5,047-64.3% | $3,740-51.8% |
| Admin fee / account holder | $5,179 | $6,321-18.1% | $8,928-42.0% | $5,306-2.4% |