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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 | $61,551 | $93,346-34.1% | $71,796-14.3% | $273,972-77.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 5.23% | 130.39%-125.2pp | 78.04%-72.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,509 | $2,733-44.8% | $1,924-21.6% | $4,869-69.0% |
| Participant deferral / active EE | $2,193 | $3,475-36.9% | $2,794-21.5% | $5,287-58.5% |
| Admin fee / account holder | $2,088 | $6,571-68.2% | $4,815-56.6% | $10,133-79.4% |