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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 | $50,193 | $114,119-56.0% | $107,187-53.2% | $138,895-63.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 23.62% | 273.21%-249.6pp | 204.55%-180.9pp | 145.39%-121.8pp |
| Employer contribution / active EE | $1,633 | $4,059-59.8% | $3,782-56.8% | $4,194-61.1% |
| Participant deferral / active EE | $5,693 | $5,538+2.8% | $5,096+11.7% | $6,396-11.0% |
| Admin fee / account holder | $331 | $10,024-96.7% | $9,162-96.4% | $12,562-97.4% |