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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 | $115,051 | $178,174-35.4% | $156,181-26.3% | $137,256-16.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 21.49% | 84.19%-62.7pp | 64.87%-43.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,687 | $4,972-46.0% | $4,294-37.4% | $4,156-35.4% |
| Participant deferral / active EE | $5,148 | $6,888-25.3% | $6,132-16.0% | $6,407-19.6% |
| Admin fee / account holder | $928 | $17,404-94.7% | $14,586-93.6% | $12,270-92.4% |