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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 | $71,505 | $174,379-59.0% | $152,093-53.0% | $138,895-48.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 21.19% | 74.86%-53.7pp | 66.36%-45.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,327 | $4,652-71.5% | $4,175-68.2% | $4,194-68.4% |
| Participant deferral / active EE | $4,698 | $6,159-23.7% | $5,451-13.8% | $6,396-26.6% |
| Admin fee / account holder | $802 | $16,880-95.2% | $14,497-94.5% | $12,562-93.6% |