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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 | $56,944 | $85,030-33.0% | $70,525-19.3% | $139,427-59.2% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 20.08% | 30.35%-10.3pp | 32.76%-12.7pp | 373.27%-353.2pp |
| Employer contribution / active EE | $2,213 | $3,909-43.4% | $2,974-25.6% | $4,752-53.4% |
| Participant deferral / active EE | $6,960 | $5,891+18.1% | $4,567+52.4% | $6,711+3.7% |
| Admin fee / account holder | $415 | $8,908-95.3% | $6,413-93.5% | $11,404-96.4% |