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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 | $78,328 | $110,410-29.1% | $102,437-23.5% | $145,897-46.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.07% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,495 | $4,217-40.8% | $3,871-35.5% | $4,663-46.5% |
| Participant deferral / active EE | $5,640 | $5,622+0.3% | $5,060+11.5% | $6,689-15.7% |
| Admin fee / account holder | $3,807 | $9,745-60.9% | $8,388-54.6% | $13,390-71.6% |