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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 | $117,455 | $183,627-36.0% | $155,602-24.5% | $145,978-19.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.66% | 61.32%-48.7pp | 64.81%-52.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,947 | $5,316-63.4% | $4,675-58.4% | $4,662-58.2% |
| Participant deferral / active EE | $7,176 | $6,466+11.0% | $5,629+27.5% | $6,690+7.3% |
| Admin fee / account holder | $5,991 | $19,327-69.0% | $15,923-62.4% | $13,400-55.3% |