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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 | $89,111 | $185,312-51.9% | $161,489-44.8% | $154,746-42.4% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.7%-25.4pp | 80.7%-27.4pp |
| Annual return | 13.91% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,712 | $4,769-64.1% | $4,268-59.9% | $4,379-60.9% |
| Participant deferral / active EE | $3,255 | $6,350-48.7% | $5,630-42.2% | $6,730-51.6% |
| Admin fee / account holder | $18,943 | $18,654+1.5% | $16,006+18.4% | $14,365+31.9% |