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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 | $60,156 | $172,111-65.0% | $150,298-60.0% | $137,256-56.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 17.30% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,982 | $4,636-57.2% | $4,154-52.3% | $4,156-52.3% |
| Participant deferral / active EE | $4,983 | $6,166-19.2% | $5,453-8.6% | $6,407-22.2% |
| Admin fee / account holder | $434 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |