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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 | $90,900 | $209,336-56.6% | $197,124-53.9% | $137,256-33.8% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 20.06% | 48.09%-28.0pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,937 | $6,591-55.4% | $6,227-52.8% | $4,156-29.3% |
| Participant deferral / active EE | $5,645 | $9,614-41.3% | $9,135-38.2% | $6,407-11.9% |
| Admin fee / account holder | $9,852 | $17,308-43.1% | $16,298-39.6% | $12,270-19.7% |