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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 | $85,288 | $123,155-30.7% | $108,753-21.6% | $155,188-45.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 16.35% | 44.73%-28.4pp | 37.47%-21.1pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,758 | $2,811-37.5% | $2,427-27.6% | $4,248-58.6% |
| Participant deferral / active EE | $5,766 | $4,623+24.7% | $4,115+40.1% | $6,531-11.7% |
| Admin fee / account holder | $912 | $12,126-92.5% | $10,320-91.2% | $14,480-93.7% |