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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 | $92,971 | $227,399-59.1% | $189,758-51.0% | $198,609-53.2% |
| Participation rate | 57.9% | 84.0%-26.1pp | 79.8%-21.9pp | 82.4%-24.5pp |
| Annual return | 17.67% | 61.03%-43.4pp | 52.62%-34.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $2,126 | $5,526-61.5% | $4,767-55.4% | $5,055-57.9% |
| Participant deferral / active EE | $3,968 | $6,837-42.0% | $5,856-32.2% | $6,977-43.1% |
| Admin fee / account holder | $5,185 | $25,162-79.4% | $20,388-74.6% | $19,030-72.8% |