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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 | $93,439 | $154,228-39.4% | $145,433-35.8% | $137,256-31.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 23.38% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,030 | $4,804-36.9% | $4,554-33.5% | $4,156-27.1% |
| Participant deferral / active EE | $4,788 | $8,216-41.7% | $7,897-39.4% | $6,407-25.3% |
| Admin fee / account holder | $338 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |