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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 | $97,423 | $114,013-14.6% | $103,693-6.0% | $155,188-37.2% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.2pp | 80.8%-35.3pp |
| Annual return | 17.73% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,161 | $3,131-31.0% | $2,920-26.0% | $4,248-49.1% |
| Participant deferral / active EE | $4,193 | $4,970-15.6% | $4,579-8.4% | $6,531-35.8% |
| Admin fee / account holder | $2,010 | $8,407-76.1% | $7,858-74.4% | $14,480-86.1% |