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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 | $92,524 | $183,627-49.6% | $155,602-40.5% | $145,978-36.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.14% | 61.32%-45.2pp | 64.81%-48.7pp | 550.52%-534.4pp |
| Employer contribution / active EE | $3,240 | $5,316-39.0% | $4,675-30.7% | $4,662-30.5% |
| Participant deferral / active EE | $3,240 | $6,466-49.9% | $5,629-42.4% | $6,690-51.6% |
| Admin fee / account holder | $778 | $19,327-96.0% | $15,923-95.1% | $13,400-94.2% |