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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 | $81,793 | $183,592-55.4% | $155,574-47.4% | $145,877-43.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.41% | 61.37%-45.0pp | 64.87%-48.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $2,376 | $5,317-55.3% | $4,676-49.2% | $4,663-49.1% |
| Participant deferral / active EE | $7,123 | $6,466+10.2% | $5,629+26.5% | $6,691+6.5% |
| Admin fee / account holder | $1,238 | $19,316-93.6% | $15,914-92.2% | $13,402-90.8% |