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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 | $75,098 | $156,616-52.0% | $133,346-43.7% | $198,609-62.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 19.38% | 44.25%-24.9pp | 36.85%-17.5pp | 202.70%-183.3pp |
| Employer contribution / active EE | $2,308 | $3,368-31.5% | $2,853-19.1% | $5,055-54.4% |
| Participant deferral / active EE | $3,678 | $4,920-25.2% | $4,332-15.1% | $6,977-47.3% |
| Admin fee / account holder | $925 | $17,468-94.7% | $14,264-93.5% | $19,030-95.1% |