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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 | $83,138 | $178,174-53.3% | $156,181-46.8% | $137,256-39.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 16.06% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,116 | $4,972-57.4% | $4,294-50.7% | $4,156-49.1% |
| Participant deferral / active EE | $7,084 | $6,888+2.8% | $6,132+15.5% | $6,407+10.6% |
| Admin fee / account holder | $1,607 | $17,404-90.8% | $14,586-89.0% | $12,270-86.9% |