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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 | $88,437 | $185,312-52.3% | $161,489-45.2% | $154,746-42.9% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 16.74% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,711 | $4,769-43.2% | $4,268-36.5% | $4,379-38.1% |
| Participant deferral / active EE | $3,777 | $6,350-40.5% | $5,630-32.9% | $6,730-43.9% |
| Admin fee / account holder | $3,062 | $18,654-83.6% | $16,006-80.9% | $14,365-78.7% |