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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 | $102,406 | $172,111-40.5% | $150,298-31.9% | $137,256-25.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 20.19% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,518 | $4,636-45.7% | $4,154-39.4% | $4,156-39.4% |
| Participant deferral / active EE | $9,541 | $6,166+54.7% | $5,453+75.0% | $6,407+48.9% |
| Admin fee / account holder | $10,266 | $16,471-37.7% | $14,116-27.3% | $12,270-16.3% |