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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 | $78,737 | $209,336-62.4% | $197,124-60.1% | $137,256-42.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 22.76% | 48.09%-25.3pp | 44.34%-21.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,956 | $6,591-70.3% | $6,227-68.6% | $4,156-52.9% |
| Participant deferral / active EE | $5,793 | $9,614-39.7% | $9,135-36.6% | $6,407-9.6% |
| Admin fee / account holder | $5,814 | $17,308-66.4% | $16,298-64.3% | $12,270-52.6% |