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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 | $42,222 | $185,312-77.2% | $161,489-73.9% | $154,746-72.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 23.32% | 103.84%-80.5pp | 89.72%-66.4pp | 172.34%-149.0pp |
| Employer contribution / active EE | $2,090 | $4,769-56.2% | $4,268-51.0% | $4,379-52.3% |
| Participant deferral / active EE | $5,669 | $6,350-10.7% | $5,630+0.7% | $6,730-15.8% |
| Admin fee / account holder | $6,120 | $18,654-67.2% | $16,006-61.8% | $14,365-57.4% |