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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 | $55,832 | $157,829-64.6% | $136,867-59.2% | $198,609-71.9% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 20.20% | 51.25%-31.0pp | 42.97%-22.8pp | 202.70%-182.5pp |
| Employer contribution / active EE | $1,941 | $3,923-50.5% | $3,547-45.3% | $5,055-61.6% |
| Participant deferral / active EE | $9,102 | $5,463+66.6% | $4,924+84.9% | $6,977+30.5% |
| Admin fee / account holder | $618 | $11,107-94.4% | $10,340-94.0% | $19,030-96.8% |