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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 | $94,358 | $181,062-47.9% | $158,223-40.4% | $155,188-39.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 15.55% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.3pp |
| Employer contribution / active EE | $2,259 | $4,565-50.5% | $4,109-45.0% | $4,248-46.8% |
| Participant deferral / active EE | $4,802 | $6,134-21.7% | $5,467-12.2% | $6,531-26.5% |
| Admin fee / account holder | $933 | $18,825-95.0% | $16,047-94.2% | $14,480-93.6% |