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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 | $76,058 | $154,228-50.7% | $145,433-47.7% | $137,256-44.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 19.85% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,375 | $4,804-50.6% | $4,554-47.8% | $4,156-42.8% |
| Participant deferral / active EE | $4,068 | $8,216-50.5% | $7,897-48.5% | $6,407-36.5% |
| Admin fee / account holder | $839 | $14,344-94.2% | $13,129-93.6% | $12,270-93.2% |