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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 | $99,077 | $227,399-56.4% | $189,758-47.8% | $198,609-50.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 19.49% | 61.03%-41.5pp | 52.62%-33.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,862 | $5,526-66.3% | $4,767-60.9% | $5,055-63.2% |
| Participant deferral / active EE | $5,118 | $6,837-25.1% | $5,856-12.6% | $6,977-26.6% |
| Admin fee / account holder | $1,710 | $25,162-93.2% | $20,388-91.6% | $19,030-91.0% |