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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 | $63,000 | $97,125-35.1% | $86,233-26.9% | $137,256-54.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 20.14% | 74.19%-54.0pp | 61.39%-41.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,513 | $2,841-46.7% | $2,504-39.6% | $4,156-63.6% |
| Participant deferral / active EE | $6,034 | $5,180+16.5% | $4,559+32.3% | $6,407-5.8% |
| Admin fee / account holder | $3,609 | $9,725-62.9% | $8,342-56.7% | $12,270-70.6% |