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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 | $100,836 | $227,399-55.7% | $189,758-46.9% | $198,609-49.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 14.57% | 61.03%-46.5pp | 52.62%-38.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $1,524 | $5,526-72.4% | $4,767-68.0% | $5,055-69.8% |
| Participant deferral / active EE | $4,409 | $6,837-35.5% | $5,856-24.7% | $6,977-36.8% |
| Admin fee / account holder | $1,201 | $25,162-95.2% | $20,388-94.1% | $19,030-93.7% |