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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 | $59,355 | $152,619-61.1% | $125,195-52.6% | $152,909-61.2% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 20.62% | 54.85%-34.2pp | 43.79%-23.2pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,743 | $4,947-64.8% | $3,866-54.9% | $4,764-63.4% |
| Participant deferral / active EE | $3,846 | $5,869-34.5% | $4,937-22.1% | $5,851-34.3% |
| Admin fee / account holder | $864 | $13,437-93.6% | $9,704-91.1% | $11,601-92.6% |