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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 | $105,422 | $172,111-38.7% | $150,298-29.9% | $137,256-23.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 20.60% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,851 | $4,636-38.5% | $4,154-31.4% | $4,156-31.4% |
| Participant deferral / active EE | $8,299 | $6,166+34.6% | $5,453+52.2% | $6,407+29.5% |
| Admin fee / account holder | $6,582 | $16,471-60.0% | $14,116-53.4% | $12,270-46.4% |