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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 | $74,135 | $111,535-33.5% | $105,223-29.5% | $137,256-46.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 12.49% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,963 | $3,939-50.2% | $3,689-46.8% | $4,156-52.8% |
| Participant deferral / active EE | $2,523 | $5,500-54.1% | $5,072-50.2% | $6,407-60.6% |
| Admin fee / account holder | $519 | $9,721-94.7% | $8,859-94.1% | $12,270-95.8% |