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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 | $88,383 | $201,264-56.1% | $184,185-52.0% | $145,978-39.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.96% | 29.00%-9.0pp | 28.81%-8.9pp | 550.52%-530.6pp |
| Employer contribution / active EE | $1,871 | $7,021-73.4% | $6,426-70.9% | $4,662-59.9% |
| Participant deferral / active EE | $6,587 | $9,806-32.8% | $9,132-27.9% | $6,690-1.5% |
| Admin fee / account holder | $2,993 | $16,376-81.7% | $13,909-78.5% | $13,400-77.7% |