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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 | $101,591 | $181,062-43.9% | $158,223-35.8% | $155,188-34.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 13.53% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,947 | $4,565-57.3% | $4,109-52.6% | $4,248-54.2% |
| Participant deferral / active EE | $4,973 | $6,134-18.9% | $5,467-9.0% | $6,531-23.9% |
| Admin fee / account holder | $2,921 | $18,825-84.5% | $16,047-81.8% | $14,480-79.8% |