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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 | $92,845 | $211,288-56.1% | $178,540-48.0% | $145,884-36.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 18.54% | 30.27%-11.7pp | 27.15%-8.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,686 | $4,574-63.1% | $3,953-57.4% | $4,662-63.8% |
| Participant deferral / active EE | $1,725 | $6,967-75.2% | $6,281-72.5% | $6,690-74.2% |
| Admin fee / account holder | $946 | $12,105-92.2% | $10,424-90.9% | $13,392-92.9% |