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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 | $75,337 | $165,381-54.4% | $149,730-49.7% | $158,966-52.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.86% | 348.29%-332.4pp | 276.70%-260.8pp | 302.95%-287.1pp |
| Employer contribution / active EE | $2,258 | $5,104-55.8% | $4,645-51.4% | $4,762-52.6% |
| Participant deferral / active EE | $4,456 | $7,182-38.0% | $6,843-34.9% | $5,983-25.5% |
| Admin fee / account holder | $369 | $10,809-96.6% | $9,310-96.0% | $11,250-96.7% |