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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 | $90,745 | $183,627-50.6% | $155,602-41.7% | $145,978-37.8% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 11.80% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,125 | $5,316-78.8% | $4,675-75.9% | $4,662-75.9% |
| Participant deferral / active EE | $3,599 | $6,466-44.3% | $5,629-36.1% | $6,690-46.2% |
| Admin fee / account holder | $1,504 | $19,327-92.2% | $15,923-90.6% | $13,400-88.8% |