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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 | $57,924 | $157,829-63.3% | $136,867-57.7% | $198,609-70.8% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 26.96% | 51.25%-24.3pp | 42.97%-16.0pp | 202.70%-175.7pp |
| Employer contribution / active EE | $2,228 | $3,923-43.2% | $3,547-37.2% | $5,055-55.9% |
| Participant deferral / active EE | $3,320 | $5,463-39.2% | $4,924-32.6% | $6,977-52.4% |
| Admin fee / account holder | $7,936 | $11,107-28.5% | $10,340-23.2% | $19,030-58.3% |