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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 | $91,441 | $154,228-40.7% | $145,433-37.1% | $137,256-33.4% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 80.0%-27.8pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,105 | $4,804-56.2% | $4,554-53.8% | $4,156-49.4% |
| Participant deferral / active EE | $7,722 | $8,216-6.0% | $7,897-2.2% | $6,407+20.5% |
| Admin fee / account holder | $3,497 | $14,344-75.6% | $13,129-73.4% | $12,270-71.5% |