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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 | $58,614 | $114,013-48.6% | $103,693-43.5% | $155,188-62.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 18.74% | 49.31%-30.6pp | 47.61%-28.9pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,971 | $3,131-37.1% | $2,920-32.5% | $4,248-53.6% |
| Participant deferral / active EE | $8,950 | $4,970+80.1% | $4,579+95.4% | $6,531+37.0% |
| Admin fee / account holder | $2,450 | $8,407-70.9% | $7,858-68.8% | $14,480-83.1% |