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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 | $59,769 | $111,535-46.4% | $105,223-43.2% | $137,256-56.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 17.73% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,413 | $3,939-64.1% | $3,689-61.7% | $4,156-66.0% |
| Participant deferral / active EE | $4,109 | $5,500-25.3% | $5,072-19.0% | $6,407-35.9% |
| Admin fee / account holder | $2,759 | $9,721-71.6% | $8,859-68.9% | $12,270-77.5% |