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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 | $47,029 | $154,228-69.5% | $145,433-67.7% | $137,256-65.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.11% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,362 | $4,804-71.6% | $4,554-70.1% | $4,156-67.2% |
| Participant deferral / active EE | $4,267 | $8,216-48.1% | $7,897-46.0% | $6,407-33.4% |
| Admin fee / account holder | $2,300 | $14,344-84.0% | $13,129-82.5% | $12,270-81.3% |