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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 | $55,292 | $114,119-51.5% | $107,187-48.4% | $138,895-60.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 17.63% | 273.21%-255.6pp | 204.55%-186.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $959 | $4,059-76.4% | $3,782-74.6% | $4,194-77.1% |
| Participant deferral / active EE | $2,428 | $5,538-56.2% | $5,096-52.4% | $6,396-62.0% |
| Admin fee / account holder | $1,920 | $10,024-80.8% | $9,162-79.0% | $12,562-84.7% |