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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 | $227,399-61.1% | $189,758-53.4% | $198,609-55.5% |
| Participation rate | 53.8% | 84.0%-30.2pp | 79.8%-26.0pp | 82.4%-28.5pp |
| Annual return | 16.74% | 61.03%-44.3pp | 52.62%-35.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $2,711 | $5,526-50.9% | $4,767-43.1% | $5,055-46.4% |
| Participant deferral / active EE | $3,777 | $6,837-44.8% | $5,856-35.5% | $6,977-45.9% |
| Admin fee / account holder | $3,062 | $25,162-87.8% | $20,388-85.0% | $19,030-83.9% |