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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 | $94,911 | $209,336-54.7% | $197,124-51.9% | $137,256-30.9% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 17.14% | 48.09%-31.0pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,419 | $6,591-63.3% | $6,227-61.1% | $4,156-41.8% |
| Participant deferral / active EE | $4,003 | $9,614-58.4% | $9,135-56.2% | $6,407-37.5% |
| Admin fee / account holder | $1,201 | $17,308-93.1% | $16,298-92.6% | $12,270-90.2% |