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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 | $53,069 | $97,125-45.4% | $86,233-38.5% | $137,256-61.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 54.54% | 74.19%-19.6pp | 61.39%-6.8pp | 220.34%-165.8pp |
| Employer contribution / active EE | $2,163 | $2,841-23.9% | $2,504-13.6% | $4,156-48.0% |
| Participant deferral / active EE | $2,373 | $5,180-54.2% | $4,559-48.0% | $6,407-63.0% |
| Admin fee / account holder | $999 | $9,725-89.7% | $8,342-88.0% | $12,270-91.9% |