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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 | $89,458 | $181,062-50.6% | $158,223-43.5% | $155,188-42.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 16.99% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,623 | $4,565-64.4% | $4,109-60.5% | $4,248-61.8% |
| Participant deferral / active EE | $5,152 | $6,134-16.0% | $5,467-5.8% | $6,531-21.1% |
| Admin fee / account holder | $1,021 | $18,825-94.6% | $16,047-93.6% | $14,480-93.0% |