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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 | $108,249 | $176,402-38.6% | $134,162-19.3% | $158,982-31.9% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 15.17% | 63.66%-48.5pp | 36.35%-21.2pp | 302.99%-287.8pp |
| Employer contribution / active EE | $953 | $5,042-81.1% | $3,705-74.3% | $4,763-80.0% |
| Participant deferral / active EE | $3,635 | $4,093-11.2% | $3,500+3.9% | $5,983-39.3% |
| Admin fee / account holder | $5,217 | $8,719-40.2% | $6,685-22.0% | $11,252-53.6% |