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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 | $172,111-48.6% | $150,298-41.2% | $137,256-35.6% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 16.74% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,711 | $4,636-41.5% | $4,154-34.7% | $4,156-34.8% |
| Participant deferral / active EE | $3,777 | $6,166-38.7% | $5,453-30.7% | $6,407-41.0% |
| Admin fee / account holder | $3,062 | $16,471-81.4% | $14,116-78.3% | $12,270-75.0% |