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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 | $22,871 | $174,379-86.9% | $152,093-85.0% | $138,895-83.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 21.28% | 74.86%-53.6pp | 66.36%-45.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,358 | $4,652-49.3% | $4,175-43.5% | $4,194-43.8% |
| Participant deferral / active EE | $5,301 | $6,159-13.9% | $5,451-2.8% | $6,396-17.1% |
| Admin fee / account holder | $10,578 | $16,880-37.3% | $14,497-27.0% | $12,562-15.8% |