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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 | $119,853 | $185,883-35.5% | $170,043-29.5% | $139,466-14.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 16.26% | 60.54%-44.3pp | 53.40%-37.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,346 | $7,596-69.1% | $6,790-65.4% | $4,754-50.6% |
| Participant deferral / active EE | $5,652 | $11,626-51.4% | $10,410-45.7% | $6,712-15.8% |
| Admin fee / account holder | $775 | $15,393-95.0% | $12,824-94.0% | $11,409-93.2% |