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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 | $89,100 | $223,823-60.2% | $211,142-57.8% | $154,746-42.4% |
| Participation rate | 58.3% | 87.9%-29.5pp | 87.3%-29.0pp | 80.7%-22.4pp |
| Annual return | 16.27% | 50.39%-34.1pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,584 | $6,787-61.9% | $6,442-59.9% | $4,379-41.0% |
| Participant deferral / active EE | $8,241 | $9,750-15.5% | $9,284-11.2% | $6,730+22.4% |
| Admin fee / account holder | $5,710 | $19,707-71.0% | $19,076-70.1% | $14,365-60.2% |