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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 | $172,111-48.3% | $150,298-40.8% | $137,256-35.2% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 80.0%-27.0pp |
| Annual return | 19.80% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,339 | $4,636-49.5% | $4,154-43.7% | $4,156-43.7% |
| Participant deferral / active EE | $5,289 | $6,166-14.2% | $5,453-3.0% | $6,407-17.4% |
| Admin fee / account holder | $7,325 | $16,471-55.5% | $14,116-48.1% | $12,270-40.3% |