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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 | $50,000 | $154,228-67.6% | $145,433-65.6% | $137,256-63.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.61% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,966 | $4,804-59.1% | $4,554-56.8% | $4,156-52.7% |
| Participant deferral / active EE | $4,385 | $8,216-46.6% | $7,897-44.5% | $6,407-31.6% |
| Admin fee / account holder | $906 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |