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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 | $65,717 | $129,737-49.3% | $119,126-44.8% | $154,746-57.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 14.77% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,316 | $4,375-69.9% | $4,034-67.4% | $4,379-70.0% |
| Participant deferral / active EE | $3,553 | $5,842-39.2% | $5,318-33.2% | $6,730-47.2% |
| Admin fee / account holder | $963 | $11,961-92.0% | $10,693-91.0% | $14,365-93.3% |