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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 | $90,918 | $225,673-59.7% | $203,872-55.4% | $155,188-41.4% |
| Participation rate | 40.0% | 80.3%-40.3pp | 77.8%-37.8pp | 80.8%-40.8pp |
| Annual return | 16.38% | 95.91%-79.5pp | 85.11%-68.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $866 | $4,099-78.9% | $3,757-77.0% | $4,248-79.6% |
| Participant deferral / active EE | $4,574 | $6,893-33.6% | $6,388-28.4% | $6,531-30.0% |
| Admin fee / account holder | $346 | $12,327-97.2% | $11,730-97.1% | $14,480-97.6% |