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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 | $104,722 | $157,829-33.6% | $136,867-23.5% | $198,609-47.3% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 13.83% | 51.25%-37.4pp | 42.97%-29.1pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,479 | $3,923-62.3% | $3,547-58.3% | $5,055-70.7% |
| Participant deferral / active EE | $3,828 | $5,463-29.9% | $4,924-22.3% | $6,977-45.1% |
| Admin fee / account holder | $5,526 | $11,107-50.2% | $10,340-46.6% | $19,030-71.0% |