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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 | $107,401 | $201,264-46.6% | $184,185-41.7% | $145,978-26.4% |
| Participation rate | 52.9% | 87.5%-34.6pp | 86.8%-33.9pp | 80.3%-27.4pp |
| Annual return | 23.65% | 29.00%-5.4pp | 28.81%-5.2pp | 550.52%-526.9pp |
| Employer contribution / active EE | $2,121 | $7,021-69.8% | $6,426-67.0% | $4,662-54.5% |
| Participant deferral / active EE | $5,698 | $9,806-41.9% | $9,132-37.6% | $6,690-14.8% |
| Admin fee / account holder | $6,407 | $16,376-60.9% | $13,909-53.9% | $13,400-52.2% |