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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 | $77,395 | $91,086-15.0% | $203,872-62.0% | $86,983-11.0% |
| Participation rate | 50.0% | 65.8%-15.8pp | 77.8%-27.8pp | 69.5%-19.5pp |
| Annual return | 16.19% | 22.30%-6.1pp | 85.11%-68.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $1,107 | $2,063-46.3% | $3,757-70.5% | $2,584-57.2% |
| Participant deferral / active EE | $3,537 | $4,019-12.0% | $6,388-44.6% | $4,194-15.7% |
| Admin fee / account holder | $5,409 | $8,987-39.8% | $11,730-53.9% | $7,856-31.1% |