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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 | $41,902 | $174,379-76.0% | $152,093-72.4% | $138,895-69.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 11.54% | 74.86%-63.3pp | 66.36%-54.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,297 | $4,652-72.1% | $4,175-68.9% | $4,194-69.1% |
| Participant deferral / active EE | $2,565 | $6,159-58.4% | $5,451-52.9% | $6,396-59.9% |
| Admin fee / account holder | $4,951 | $16,880-70.7% | $14,497-65.8% | $12,562-60.6% |