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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 | $78,370 | $114,119-31.3% | $107,187-26.9% | $138,895-43.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 19.09% | 273.21%-254.1pp | 204.55%-185.5pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,549 | $4,059-61.8% | $3,782-59.1% | $4,194-63.1% |
| Participant deferral / active EE | $9,098 | $5,538+64.3% | $5,096+78.5% | $6,396+42.2% |
| Admin fee / account holder | $321 | $10,024-96.8% | $9,162-96.5% | $12,562-97.4% |