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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 | $44,039 | $154,228-71.4% | $145,433-69.7% | $137,256-67.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.02% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,199 | $4,804-75.0% | $4,554-73.7% | $4,156-71.2% |
| Participant deferral / active EE | $6,871 | $8,216-16.4% | $7,897-13.0% | $6,407+7.2% |
| Admin fee / account holder | $9,716 | $14,344-32.3% | $13,129-26.0% | $12,270-20.8% |