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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 | $86,444 | $172,111-49.8% | $150,298-42.5% | $137,256-37.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.79% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,117 | $4,636-75.9% | $4,154-73.1% | $4,156-73.1% |
| Participant deferral / active EE | $2,087 | $6,166-66.2% | $5,453-61.7% | $6,407-67.4% |
| Admin fee / account holder | $321 | $16,471-98.1% | $14,116-97.7% | $12,270-97.4% |