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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 | $70,912 | $95,580-25.8% | $76,872-7.8% | $139,466-49.2% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 16.12% | 55.00%-38.9pp | 37.90%-21.8pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,994 | $3,145-36.6% | $2,533-21.3% | $4,754-58.0% |
| Participant deferral / active EE | $2,302 | $4,623-50.2% | $3,832-39.9% | $6,712-65.7% |
| Admin fee / account holder | $1,711 | $8,302-79.4% | $5,476-68.7% | $11,409-85.0% |