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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 | $86,960 | $172,111-49.5% | $150,298-42.1% | $137,256-36.6% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 13.36% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,088 | $4,636-55.0% | $4,154-49.7% | $4,156-49.8% |
| Participant deferral / active EE | $4,957 | $6,166-19.6% | $5,453-9.1% | $6,407-22.6% |
| Admin fee / account holder | $348 | $16,471-97.9% | $14,116-97.5% | $12,270-97.2% |