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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 | $56,484 | $97,125-41.8% | $86,233-34.5% | $137,256-58.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 15.72% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,624 | $2,841-42.8% | $2,504-35.1% | $4,156-60.9% |
| Participant deferral / active EE | $3,091 | $5,180-40.3% | $4,559-32.2% | $6,407-51.8% |
| Admin fee / account holder | $7,379 | $9,725-24.1% | $8,342-11.5% | $12,270-39.9% |