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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 | $163,951 | $227,399-27.9% | $189,758-13.6% | $198,609-17.5% |
| Participation rate | 55.6% | 84.0%-28.4pp | 79.8%-24.2pp | 82.4%-26.8pp |
| Annual return | 15.18% | 61.03%-45.8pp | 52.62%-37.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,384 | $5,526-56.9% | $4,767-50.0% | $5,055-52.8% |
| Participant deferral / active EE | $7,868 | $6,837+15.1% | $5,856+34.4% | $6,977+12.8% |
| Admin fee / account holder | $8,034 | $25,162-68.1% | $20,388-60.6% | $19,030-57.8% |