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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 | $38,017 | $54,763-30.6% | $90,324-57.9% | $72,976-47.9% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 19.02% | 30.63%-11.6pp | 78.15%-59.1pp | 81.02%-62.0pp |
| Employer contribution / active EE | $1,622 | $2,093-22.5% | $2,856-43.2% | $2,440-33.5% |
| Participant deferral / active EE | $1,622 | $2,887-43.8% | $3,885-58.3% | $3,608-55.0% |
| Admin fee / account holder | $3,667 | $3,973-7.7% | $5,356-31.5% | $5,124-28.4% |