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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 | $94,538 | $109,908-14.0% | $97,161-2.7% | $145,978-35.2% |
| Participation rate | 52.2% | 75.9%-23.8pp | 72.7%-20.5pp | 80.3%-28.1pp |
| Annual return | 8.30% | 243.80%-235.5pp | 75.36%-67.1pp | 550.52%-542.2pp |
| Employer contribution / active EE | $1,635 | $3,077-46.9% | $2,723-40.0% | $4,662-64.9% |
| Participant deferral / active EE | $4,356 | $4,679-6.9% | $4,265+2.1% | $6,690-34.9% |
| Admin fee / account holder | $1,347 | $6,213-78.3% | $5,647-76.2% | $13,400-90.0% |