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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 | $95,019 | $125,778-24.5% | $114,563-17.1% | $154,746-38.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 12.79% | 295.14%-282.3pp | 241.09%-228.3pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,390 | $2,806-50.5% | $2,592-46.4% | $4,379-68.3% |
| Participant deferral / active EE | $5,560 | $4,445+25.1% | $4,142+34.2% | $6,730-17.4% |
| Admin fee / account holder | $2,337 | $8,190-71.5% | $7,623-69.3% | $14,365-83.7% |