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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 | $115,808 | $185,312-37.5% | $161,489-28.3% | $154,746-25.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.87% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,569 | $4,769-46.1% | $4,268-39.8% | $4,379-41.3% |
| Participant deferral / active EE | $4,825 | $6,350-24.0% | $5,630-14.3% | $6,730-28.3% |
| Admin fee / account holder | $3,285 | $18,654-82.4% | $16,006-79.5% | $14,365-77.1% |