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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 | $43,984 | $157,829-72.1% | $136,867-67.9% | $198,609-77.9% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 15.20% | 51.25%-36.0pp | 42.97%-27.8pp | 202.70%-187.5pp |
| Employer contribution / active EE | $1,594 | $3,923-59.4% | $3,547-55.1% | $5,055-68.5% |
| Participant deferral / active EE | $5,117 | $5,463-6.3% | $4,924+3.9% | $6,977-26.7% |
| Admin fee / account holder | $6,477 | $11,107-41.7% | $10,340-37.4% | $19,030-66.0% |