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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 | $77,346 | $89,259-13.3% | $107,187-27.8% | $82,637-6.4% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 19.47% | 21.02%-1.6pp | 204.55%-185.1pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,847 | $3,080-40.0% | $3,782-51.2% | $2,552-27.6% |
| Participant deferral / active EE | $2,679 | $4,037-33.6% | $5,096-47.4% | $4,126-35.1% |
| Admin fee / account holder | $701 | $7,381-90.5% | $9,162-92.4% | $7,339-90.4% |