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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 | $87,975 | $162,136-45.7% | $152,301-42.2% | $154,746-43.1% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 18.17% | 91.02%-72.9pp | 80.50%-62.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,490 | $4,890-49.1% | $4,624-46.2% | $4,379-43.1% |
| Participant deferral / active EE | $6,949 | $8,341-16.7% | $8,004-13.2% | $6,730+3.2% |
| Admin fee / account holder | $10,542 | $15,759-33.1% | $14,398-26.8% | $14,365-26.6% |