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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 | $51,559 | $174,379-70.4% | $152,093-66.1% | $138,895-62.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.30% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,918 | $4,652-58.8% | $4,175-54.1% | $4,194-54.3% |
| Participant deferral / active EE | $4,384 | $6,159-28.8% | $5,451-19.6% | $6,396-31.5% |
| Admin fee / account holder | $7,231 | $16,880-57.2% | $14,497-50.1% | $12,562-42.4% |