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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 | $86,889 | $183,516-52.7% | $155,534-44.1% | $145,884-40.4% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 11.21% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,712 | $5,315-49.0% | $4,675-42.0% | $4,662-41.8% |
| Participant deferral / active EE | $5,634 | $6,467-12.9% | $5,630+0.1% | $6,690-15.8% |
| Admin fee / account holder | $1,863 | $19,293-90.3% | $15,900-88.3% | $13,392-86.1% |