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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 | $58,847 | $117,829-50.1% | $102,423-42.5% | $145,877-59.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 10.12% | 31.83%-21.7pp | 29.42%-19.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,741 | $3,615-51.8% | $3,023-42.4% | $4,663-62.7% |
| Participant deferral / active EE | $10,301 | $5,732+79.7% | $5,054+103.8% | $6,691+54.0% |
| Admin fee / account holder | $14,148 | $13,335+6.1% | $9,455+49.6% | $13,402+5.6% |