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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 | $65,926 | $183,627-64.1% | $155,602-57.6% | $145,978-54.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.96% | 61.32%-50.4pp | 64.81%-53.8pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,954 | $5,316-63.2% | $4,675-58.2% | $4,662-58.1% |
| Participant deferral / active EE | $3,827 | $6,466-40.8% | $5,629-32.0% | $6,690-42.8% |
| Admin fee / account holder | $2,574 | $19,327-86.7% | $15,923-83.8% | $13,400-80.8% |