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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 | $41,603 | $178,174-76.7% | $156,181-73.4% | $137,256-69.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 13.85% | 84.19%-70.3pp | 64.87%-51.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,937 | $4,972-61.0% | $4,294-54.9% | $4,156-53.4% |
| Participant deferral / active EE | $2,600 | $6,888-62.3% | $6,132-57.6% | $6,407-59.4% |
| Admin fee / account holder | $100,556 | $17,404+477.8% | $14,586+589.4% | $12,270+719.5% |