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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 | $68,144 | $154,228-55.8% | $145,433-53.1% | $137,256-50.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.68% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,506 | $4,804-47.8% | $4,554-45.0% | $4,156-39.7% |
| Participant deferral / active EE | $3,565 | $8,216-56.6% | $7,897-54.9% | $6,407-44.4% |
| Admin fee / account holder | $3,331 | $14,344-76.8% | $13,129-74.6% | $12,270-72.9% |