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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 | $55,767 | $114,119-51.1% | $107,187-48.0% | $138,895-59.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 22.25% | 273.21%-251.0pp | 204.55%-182.3pp | 145.39%-123.1pp |
| Employer contribution / active EE | $2,710 | $4,059-33.2% | $3,782-28.3% | $4,194-35.4% |
| Participant deferral / active EE | $6,850 | $5,538+23.7% | $5,096+34.4% | $6,396+7.1% |
| Admin fee / account holder | $782 | $10,024-92.2% | $9,162-91.5% | $12,562-93.8% |