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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 | $79,519 | $178,174-55.4% | $156,181-49.1% | $137,256-42.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 21.23% | 84.19%-63.0pp | 64.87%-43.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,517 | $4,972-69.5% | $4,294-64.7% | $4,156-63.5% |
| Participant deferral / active EE | $2,683 | $6,888-61.0% | $6,132-56.2% | $6,407-58.1% |
| Admin fee / account holder | $4,060 | $17,404-76.7% | $14,586-72.2% | $12,270-66.9% |