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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 | $78,657 | $99,652-21.1% | $78,778-0.2% | $147,585-46.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 20.80% | 47.28%-26.5pp | 35.62%-14.8pp | 578.58%-557.8pp |
| Employer contribution / active EE | $1,244 | $2,796-55.5% | $1,986-37.4% | $4,876-74.5% |
| Participant deferral / active EE | $3,488 | $3,664-4.8% | $2,958+17.9% | $5,439-35.9% |
| Admin fee / account holder | $786 | $7,155-89.0% | $5,134-84.7% | $10,886-92.8% |