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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 | $89,647 | $149,741-40.1% | $118,914-24.6% | $158,982-43.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 12.79% | 19.94%-7.2pp | 35.89%-23.1pp | 302.99%-290.2pp |
| Employer contribution / active EE | $906 | $4,119-78.0% | $3,264-72.3% | $4,763-81.0% |
| Participant deferral / active EE | $1,619 | $5,226-69.0% | $4,266-62.0% | $5,983-72.9% |
| Admin fee / account holder | $2,461 | $8,607-71.4% | $6,582-62.6% | $11,252-78.1% |