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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 | $91,206 | $172,111-47.0% | $150,298-39.3% | $137,256-33.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.62% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,147 | $4,636-53.7% | $4,154-48.3% | $4,156-48.4% |
| Participant deferral / active EE | $2,194 | $6,166-64.4% | $5,453-59.8% | $6,407-65.8% |
| Admin fee / account holder | $303 | $16,471-98.2% | $14,116-97.9% | $12,270-97.5% |