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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 | $38,067 | $105,158-63.8% | $94,672-59.8% | $139,487-72.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 19.96% | 38.11%-18.1pp | 156.89%-136.9pp | 373.84%-353.9pp |
| Employer contribution / active EE | $2,417 | $4,107-41.2% | $3,673-34.2% | $4,755-49.2% |
| Participant deferral / active EE | $4,098 | $7,599-46.1% | $7,417-44.8% | $6,713-39.0% |
| Admin fee / account holder | $4,573 | $8,972-49.0% | $7,222-36.7% | $11,407-59.9% |