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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 | $87,295 | $183,627-52.5% | $155,602-43.9% | $145,978-40.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.67% | 61.32%-39.6pp | 64.81%-43.1pp | 550.52%-528.8pp |
| Employer contribution / active EE | $3,790 | $5,316-28.7% | $4,675-18.9% | $4,662-18.7% |
| Participant deferral / active EE | $11,468 | $6,466+77.4% | $5,629+103.7% | $6,690+71.4% |
| Admin fee / account holder | $726 | $19,327-96.2% | $15,923-95.4% | $13,400-94.6% |