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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 | $88,013 | $154,228-42.9% | $145,433-39.5% | $137,256-35.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.91% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,512 | $4,804-47.7% | $4,554-44.8% | $4,156-39.6% |
| Participant deferral / active EE | $5,875 | $8,216-28.5% | $7,897-25.6% | $6,407-8.3% |
| Admin fee / account holder | $1,741 | $14,344-87.9% | $13,129-86.7% | $12,270-85.8% |