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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 | $38,067 | $114,119-66.6% | $107,187-64.5% | $138,895-72.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 13.79% | 273.21%-259.4pp | 204.55%-190.8pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,649 | $4,059-59.4% | $3,782-56.4% | $4,194-60.7% |
| Participant deferral / active EE | $2,728 | $5,538-50.7% | $5,096-46.5% | $6,396-57.3% |
| Admin fee / account holder | $2,816 | $10,024-71.9% | $9,162-69.3% | $12,562-77.6% |