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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 | $93,243 | $174,379-46.5% | $152,093-38.7% | $138,895-32.9% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 12.48% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,647 | $4,652-64.6% | $4,175-60.6% | $4,194-60.7% |
| Participant deferral / active EE | $5,148 | $6,159-16.4% | $5,451-5.6% | $6,396-19.5% |
| Admin fee / account holder | $13,162 | $16,880-22.0% | $14,497-9.2% | $12,562+4.8% |