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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 | $174,379-48.7% | $152,093-41.2% | $138,895-35.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.99% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,623 | $4,652-65.1% | $4,175-61.1% | $4,194-61.3% |
| Participant deferral / active EE | $5,152 | $6,159-16.4% | $5,451-5.5% | $6,396-19.5% |
| Admin fee / account holder | $1,021 | $16,880-94.0% | $14,497-93.0% | $12,562-91.9% |