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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 | $119,578 | $181,062-34.0% | $158,223-24.4% | $155,188-22.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 54.42% | 57.39%-3.0pp | 52.09%+2.3pp | 148.84%-94.4pp |
| Employer contribution / active EE | $1,542 | $4,565-66.2% | $4,109-62.5% | $4,248-63.7% |
| Participant deferral / active EE | $5,578 | $6,134-9.1% | $5,467+2.0% | $6,531-14.6% |
| Admin fee / account holder | $691 | $18,825-96.3% | $16,047-95.7% | $14,480-95.2% |