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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 | $113,323 | $162,136-30.1% | $152,301-25.6% | $154,746-26.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 21.33% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,116 | $4,890-56.7% | $4,624-54.2% | $4,379-51.7% |
| Participant deferral / active EE | $6,042 | $8,341-27.6% | $8,004-24.5% | $6,730-10.2% |
| Admin fee / account holder | $4,180 | $15,759-73.5% | $14,398-71.0% | $14,365-70.9% |