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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 | $50,377 | $102,547-50.9% | $78,210-35.6% | $147,585-65.9% |
| Participation rate | 65.0% | 74.4%-9.4pp | 68.7%-3.7pp | 82.8%-17.8pp |
| Annual return | 18.15% | 51.08%-32.9pp | 40.90%-22.8pp | 578.58%-560.4pp |
| Employer contribution / active EE | $213 | $2,617-91.9% | $2,034-89.5% | $4,876-95.6% |
| Participant deferral / active EE | $1,421 | $3,481-59.2% | $2,823-49.7% | $5,439-73.9% |
| Admin fee / account holder | $5,582 | $5,059+10.3% | $3,758+48.5% | $10,886-48.7% |