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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 | $70,666 | $154,228-54.2% | $145,433-51.4% | $137,256-48.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.55% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,949 | $4,804-59.4% | $4,554-57.2% | $4,156-53.1% |
| Participant deferral / active EE | $6,180 | $8,216-24.8% | $7,897-21.7% | $6,407-3.5% |
| Admin fee / account holder | $1,326 | $14,344-90.8% | $13,129-89.9% | $12,270-89.2% |