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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 | $81,325 | $110,307-26.3% | $96,576-15.8% | $139,456-41.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 15.13% | 26.40%-11.3pp | 25.87%-10.7pp | 373.45%-358.3pp |
| Employer contribution / active EE | $1,841 | $3,619-49.1% | $2,965-37.9% | $4,753-61.3% |
| Participant deferral / active EE | $4,449 | $5,547-19.8% | $4,851-8.3% | $6,711-33.7% |
| Admin fee / account holder | $2,547 | $11,597-78.0% | $8,253-69.1% | $11,407-77.7% |