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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 | $72,364 | $105,960-31.7% | $81,726-11.5% | $158,982-54.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 43.04% | 38.19%+4.9pp | 29.49%+13.6pp | 302.99%-259.9pp |
| Employer contribution / active EE | $941 | $7,805-87.9% | $4,311-78.2% | $4,763-80.2% |
| Participant deferral / active EE | $4,081 | $13,011-68.6% | $7,108-42.6% | $5,983-31.8% |
| Admin fee / account holder | $1,001 | $8,494-88.2% | $5,160-80.6% | $11,252-91.1% |