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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 | $61,136 | $223,823-72.7% | $211,142-71.0% | $154,746-60.5% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 13.50% | 50.39%-36.9pp | 46.84%-33.3pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,218 | $6,787-67.3% | $6,442-65.6% | $4,379-49.4% |
| Participant deferral / active EE | $7,402 | $9,750-24.1% | $9,284-20.3% | $6,730+10.0% |
| Admin fee / account holder | $2,035 | $19,707-89.7% | $19,076-89.3% | $14,365-85.8% |