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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 | $45,539 | $154,228-70.5% | $145,433-68.7% | $137,256-66.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.85% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,421 | $4,804-70.4% | $4,554-68.8% | $4,156-65.8% |
| Participant deferral / active EE | $9,506 | $8,216+15.7% | $7,897+20.4% | $6,407+48.4% |
| Admin fee / account holder | $7,908 | $14,344-44.9% | $13,129-39.8% | $12,270-35.5% |