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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 | $51,174 | $174,379-70.7% | $152,093-66.4% | $138,895-63.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.46% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,415 | $4,652-69.6% | $4,175-66.1% | $4,194-66.3% |
| Participant deferral / active EE | $1,778 | $6,159-71.1% | $5,451-67.4% | $6,396-72.2% |
| Admin fee / account holder | $4,995 | $16,880-70.4% | $14,497-65.5% | $12,562-60.2% |