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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 | $84,421 | $94,749-10.9% | $112,899-25.2% | $139,466-39.5% |
| Participation rate | 50.0% | 81.3%-31.3pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 21.11% | 40.92%-19.8pp | 34.11%-13.0pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,443 | $4,630-68.8% | $4,566-68.4% | $4,754-69.7% |
| Participant deferral / active EE | $6,491 | $6,517-0.4% | $6,516-0.4% | $6,712-3.3% |
| Admin fee / account holder | $339 | $8,530-96.0% | $7,047-95.2% | $11,409-97.0% |