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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 | $44,105 | $102,638-57.0% | $81,991-46.2% | $158,966-72.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 18.89% | 61.05%-42.2pp | 41.31%-22.4pp | 302.95%-284.1pp |
| Employer contribution / active EE | $1,070 | $3,241-67.0% | $2,498-57.2% | $4,762-77.5% |
| Participant deferral / active EE | $1,719 | $4,649-63.0% | $3,722-53.8% | $5,983-71.3% |
| Admin fee / account holder | $1,680 | $8,237-79.6% | $5,665-70.3% | $11,250-85.1% |