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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 | $96,731-20.0% | $123,973-37.6% | $86,983-11.1% |
| Participation rate | 50.0% | 70.0%-20.0pp | 76.7%-26.7pp | 69.5%-19.5pp |
| Annual return | 19.47% | 17.33%+2.1pp | 388.13%-368.7pp | 25.83%-6.4pp |
| Employer contribution / active EE | $1,847 | $3,297-44.0% | $4,126-55.2% | $2,584-28.5% |
| Participant deferral / active EE | $2,679 | $4,152-35.5% | $5,247-48.9% | $4,194-36.1% |
| Admin fee / account holder | $701 | $8,722-92.0% | $11,799-94.1% | $7,856-91.1% |