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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 | $61,235 | $111,535-45.1% | $105,223-41.8% | $137,256-55.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 23.75% | 237.85%-214.1pp | 180.65%-156.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,763 | $3,939-55.3% | $3,689-52.2% | $4,156-57.6% |
| Participant deferral / active EE | $4,643 | $5,500-15.6% | $5,072-8.4% | $6,407-27.5% |
| Admin fee / account holder | $630 | $9,721-93.5% | $8,859-92.9% | $12,270-94.9% |