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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 | $162,299 | $227,399-28.6% | $189,758-14.5% | $198,609-18.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 79.8%-46.5pp | 82.4%-49.0pp |
| Annual return | 16.98% | 61.03%-44.1pp | 52.62%-35.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,926 | $5,526-65.1% | $4,767-59.6% | $5,055-61.9% |
| Participant deferral / active EE | $8,922 | $6,837+30.5% | $5,856+52.4% | $6,977+27.9% |
| Admin fee / account holder | $12,995 | $25,162-48.4% | $20,388-36.3% | $19,030-31.7% |