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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 | $90,166 | $181,062-50.2% | $158,223-43.0% | $155,188-41.9% |
| Participation rate | 52.9% | 82.7%-29.7pp | 79.2%-26.3pp | 80.8%-27.9pp |
| Annual return | 16.44% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,185 | $4,565-74.0% | $4,109-71.1% | $4,248-72.1% |
| Participant deferral / active EE | $3,652 | $6,134-40.5% | $5,467-33.2% | $6,531-44.1% |
| Admin fee / account holder | $2,535 | $18,825-86.5% | $16,047-84.2% | $14,480-82.5% |