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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 | $78,012 | $156,398-50.1% | $147,318-47.0% | $138,895-43.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 14.51% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,831 | $4,853-62.3% | $4,593-60.1% | $4,194-56.3% |
| Participant deferral / active EE | $4,343 | $8,237-47.3% | $7,906-45.1% | $6,396-32.1% |
| Admin fee / account holder | $733 | $14,976-95.1% | $13,708-94.7% | $12,562-94.2% |