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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 | $185,312-52.0% | $161,489-44.9% | $154,746-42.5% |
| Participation rate | 52.9% | 82.5%-29.5pp | 78.7%-25.8pp | 80.7%-27.8pp |
| Annual return | 19.80% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,339 | $4,769-50.9% | $4,268-45.2% | $4,379-46.6% |
| Participant deferral / active EE | $5,289 | $6,350-16.7% | $5,630-6.1% | $6,730-21.4% |
| Admin fee / account holder | $7,325 | $18,654-60.7% | $16,006-54.2% | $14,365-49.0% |