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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 | $72,226 | $129,737-44.3% | $119,126-39.4% | $154,746-53.3% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 20.15% | 379.08%-358.9pp | 282.11%-262.0pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,244 | $4,375-71.6% | $4,034-69.2% | $4,379-71.6% |
| Participant deferral / active EE | $3,022 | $5,842-48.3% | $5,318-43.2% | $6,730-55.1% |
| Admin fee / account holder | $384 | $11,961-96.8% | $10,693-96.4% | $14,365-97.3% |