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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 | $88,970 | $227,399-60.9% | $189,758-53.1% | $198,609-55.2% |
| Participation rate | 52.9% | 84.0%-31.1pp | 79.8%-26.9pp | 82.4%-29.4pp |
| Annual return | 19.80% | 61.03%-41.2pp | 52.62%-32.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $2,339 | $5,526-57.7% | $4,767-50.9% | $5,055-53.7% |
| Participant deferral / active EE | $5,289 | $6,837-22.6% | $5,856-9.7% | $6,977-24.2% |
| Admin fee / account holder | $7,325 | $25,162-70.9% | $20,388-64.1% | $19,030-61.5% |