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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 | $69,773 | $108,882-35.9% | $96,754-27.9% | $154,746-54.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 22.44% | 98.39%-76.0pp | 82.04%-59.6pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,854 | $3,018-38.6% | $2,679-30.8% | $4,379-57.7% |
| Participant deferral / active EE | $5,842 | $5,323+9.8% | $4,758+22.8% | $6,730-13.2% |
| Admin fee / account holder | $2,217 | $10,200-78.3% | $8,905-75.1% | $14,365-84.6% |