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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 | $85,060-33.1% | $70,565-19.3% | $139,487-59.2% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 20.08% | 30.39%-10.3pp | 32.79%-12.7pp | 373.84%-353.8pp |
| Employer contribution / active EE | $2,213 | $3,912-43.4% | $2,976-25.6% | $4,755-53.5% |
| Participant deferral / active EE | $6,960 | $5,891+18.1% | $4,568+52.3% | $6,713+3.7% |
| Admin fee / account holder | $415 | $8,932-95.4% | $6,430-93.5% | $11,407-96.4% |