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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 | $82,041 | $172,111-52.3% | $150,298-45.4% | $137,256-40.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 22.19% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,607 | $4,636-65.3% | $4,154-61.3% | $4,156-61.3% |
| Participant deferral / active EE | $3,653 | $6,166-40.8% | $5,453-33.0% | $6,407-43.0% |
| Admin fee / account holder | $2,303 | $16,471-86.0% | $14,116-83.7% | $12,270-81.2% |