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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 | $67,879 | $181,062-62.5% | $158,223-57.1% | $155,188-56.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 12.96% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,337 | $4,565-70.7% | $4,109-67.5% | $4,248-68.5% |
| Participant deferral / active EE | $3,223 | $6,134-47.5% | $5,467-41.1% | $6,531-50.7% |
| Admin fee / account holder | $6,651 | $18,825-64.7% | $16,047-58.6% | $14,480-54.1% |