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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 | $90,819 | $182,442-50.2% | $163,379-44.4% | $138,895-34.6% |
| Participation rate | 47.6% | 79.8%-32.2pp | 76.8%-29.2pp | 79.9%-32.3pp |
| Annual return | 17.90% | 72.74%-54.8pp | 63.41%-45.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,233 | $4,159-46.3% | $3,752-40.5% | $4,194-46.8% |
| Participant deferral / active EE | $7,666 | $6,817+12.5% | $6,282+22.0% | $6,396+19.9% |
| Admin fee / account holder | $4,780 | $10,396-54.0% | $9,818-51.3% | $12,562-61.9% |