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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 | $118,975 | $172,111-30.9% | $150,298-20.8% | $137,256-13.3% |
| Participation rate | 53.3% | 81.7%-28.4pp | 77.8%-24.4pp | 80.0%-26.6pp |
| Annual return | 17.32% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,310 | $4,636-50.2% | $4,154-44.4% | $4,156-44.4% |
| Participant deferral / active EE | $4,737 | $6,166-23.2% | $5,453-13.1% | $6,407-26.1% |
| Admin fee / account holder | $2,844 | $16,471-82.7% | $14,116-79.9% | $12,270-76.8% |