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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 | $120,941 | $162,136-25.4% | $152,301-20.6% | $154,746-21.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 17.52% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,038 | $4,890-58.3% | $4,624-55.9% | $4,379-53.5% |
| Participant deferral / active EE | $4,910 | $8,341-41.1% | $8,004-38.7% | $6,730-27.0% |
| Admin fee / account holder | $5,715 | $15,759-63.7% | $14,398-60.3% | $14,365-60.2% |