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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 | $72,089 | $172,111-58.1% | $150,298-52.0% | $137,256-47.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 20.78% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,381 | $4,636-70.2% | $4,154-66.8% | $4,156-66.8% |
| Participant deferral / active EE | $4,697 | $6,166-23.8% | $5,453-13.9% | $6,407-26.7% |
| Admin fee / account holder | $823 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |