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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 | $181,062-76.9% | $158,223-73.5% | $155,188-73.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 11.54% | 57.39%-45.8pp | 52.09%-40.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $1,297 | $4,565-71.6% | $4,109-68.4% | $4,248-69.5% |
| Participant deferral / active EE | $2,565 | $6,134-58.2% | $5,467-53.1% | $6,531-60.7% |
| Admin fee / account holder | $4,951 | $18,825-73.7% | $16,047-69.1% | $14,480-65.8% |