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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 | $98,738 | $196,972-49.9% | $182,262-45.8% | $198,609-50.3% |
| Participation rate | 58.3% | 85.7%-27.4pp | 84.2%-25.9pp | 82.4%-24.0pp |
| Annual return | 21.86% | 158.27%-136.4pp | 140.60%-118.7pp | 202.70%-180.8pp |
| Employer contribution / active EE | $2,178 | $5,364-59.4% | $5,046-56.8% | $5,055-56.9% |
| Participant deferral / active EE | $4,847 | $8,643-43.9% | $8,276-41.4% | $6,977-30.5% |
| Admin fee / account holder | $3,959 | $18,429-78.5% | $16,712-76.3% | $19,030-79.2% |