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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 | $69,796 | $111,535-37.4% | $105,223-33.7% | $137,256-49.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 13.74% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,555 | $3,939-60.5% | $3,689-57.9% | $4,156-62.6% |
| Participant deferral / active EE | $3,732 | $5,500-32.1% | $5,072-26.4% | $6,407-41.8% |
| Admin fee / account holder | $825 | $9,721-91.5% | $8,859-90.7% | $12,270-93.3% |