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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 | $92,665 | $132,634-30.1% | $115,768-20.0% | $137,256-32.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 19.60% | 160.70%-141.1pp | 100.46%-80.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,873 | $3,360-44.3% | $2,940-36.3% | $4,156-54.9% |
| Participant deferral / active EE | $3,268 | $5,619-41.8% | $4,917-33.5% | $6,407-49.0% |
| Admin fee / account holder | $1,170 | $15,028-92.2% | $12,439-90.6% | $12,270-90.5% |