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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 | $47,956 | $108,882-56.0% | $96,754-50.4% | $154,746-69.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 14.11% | 98.39%-84.3pp | 82.04%-67.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,421 | $3,018-52.9% | $2,679-47.0% | $4,379-67.6% |
| Participant deferral / active EE | $5,795 | $5,323+8.9% | $4,758+21.8% | $6,730-13.9% |
| Admin fee / account holder | $6,221 | $10,200-39.0% | $8,905-30.1% | $14,365-56.7% |