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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 | $209,336-57.4% | $197,124-54.8% | $137,256-35.1% |
| Participation rate | 58.3% | 87.3%-29.0pp | 86.7%-28.4pp | 80.0%-21.6pp |
| Annual return | 16.27% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,584 | $6,591-60.8% | $6,227-58.5% | $4,156-37.8% |
| Participant deferral / active EE | $8,241 | $9,614-14.3% | $9,135-9.8% | $6,407+28.6% |
| Admin fee / account holder | $5,710 | $17,308-67.0% | $16,298-65.0% | $12,270-53.5% |