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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 | $47,607 | $111,535-57.3% | $105,223-54.8% | $137,256-65.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 19.12% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,689 | $3,939-57.1% | $3,689-54.2% | $4,156-59.4% |
| Participant deferral / active EE | $3,175 | $5,500-42.3% | $5,072-37.4% | $6,407-50.4% |
| Admin fee / account holder | $1,966 | $9,721-79.8% | $8,859-77.8% | $12,270-84.0% |