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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 | $91,994 | $172,111-46.5% | $150,298-38.8% | $137,256-33.0% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 16.62% | 69.37%-52.7pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,997 | $4,636-56.9% | $4,154-51.9% | $4,156-51.9% |
| Participant deferral / active EE | $3,498 | $6,166-43.3% | $5,453-35.8% | $6,407-45.4% |
| Admin fee / account holder | $2,959 | $16,471-82.0% | $14,116-79.0% | $12,270-75.9% |