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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 | $99,053-29.6% | $88,179-20.9% | $138,895-49.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 22.44% | 78.17%-55.7pp | 64.97%-42.5pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,854 | $2,882-35.7% | $2,549-27.3% | $4,194-55.8% |
| Participant deferral / active EE | $5,842 | $5,225+11.8% | $4,614+26.6% | $6,396-8.7% |
| Admin fee / account holder | $2,217 | $8,748-74.7% | $7,673-71.1% | $12,562-82.4% |