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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 | $77,628 | $166,089-53.3% | $164,928-52.9% | $145,978-46.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 21.04% | 100.26%-79.2pp | 70.08%-49.0pp | 550.52%-529.5pp |
| Employer contribution / active EE | $1,263 | $5,276-76.1% | $4,343-70.9% | $4,662-72.9% |
| Participant deferral / active EE | $5,158 | $6,961-25.9% | $6,034-14.5% | $6,690-22.9% |
| Admin fee / account holder | $569 | $16,641-96.6% | $12,684-95.5% | $13,400-95.8% |