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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 | $160,511 | $90,504+77.4% | $78,690+104.0% | $273,965-41.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.44% | 75.61%-69.2pp | 62.18%-55.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,000 | $3,176-68.5% | $2,851-64.9% | $4,869-79.5% |
| Participant deferral / active EE | $5,000 | $3,901+28.2% | $3,517+42.2% | $5,287-5.4% |
| Admin fee / account holder | $2,923 | $5,263-44.5% | $4,511-35.2% | $10,132-71.2% |