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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 | $68,295 | $118,877-42.5% | $96,570-29.3% | $167,536-59.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 16.84% | 50.50%-33.7pp | 37.79%-20.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $959 | $3,121-69.3% | $2,357-59.3% | $4,839-80.2% |
| Participant deferral / active EE | $2,330 | $4,617-49.5% | $3,849-39.5% | $6,342-63.3% |
| Admin fee / account holder | $1,132 | $8,069-86.0% | $6,182-81.7% | $12,315-90.8% |