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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 | $61,910 | $157,829-60.8% | $136,867-54.8% | $198,609-68.8% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 15.86% | 51.25%-35.4pp | 42.97%-27.1pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,575 | $3,923-59.9% | $3,547-55.6% | $5,055-68.8% |
| Participant deferral / active EE | $4,669 | $5,463-14.5% | $4,924-5.2% | $6,977-33.1% |
| Admin fee / account holder | $5,058 | $11,107-54.5% | $10,340-51.1% | $19,030-73.4% |