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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 | $50,854 | $154,228-67.0% | $145,433-65.0% | $137,256-62.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 27.00% | 74.59%-47.6pp | 66.58%-39.6pp | 220.34%-193.3pp |
| Employer contribution / active EE | $1,507 | $4,804-68.6% | $4,554-66.9% | $4,156-63.7% |
| Participant deferral / active EE | $5,854 | $8,216-28.7% | $7,897-25.9% | $6,407-8.6% |
| Admin fee / account holder | $1,041 | $14,344-92.7% | $13,129-92.1% | $12,270-91.5% |