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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 | $16,075 | $174,379-90.8% | $152,093-89.4% | $138,895-88.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 28.20% | 74.86%-46.7pp | 66.36%-38.2pp | 145.39%-117.2pp |
| Employer contribution / active EE | $2,581 | $4,652-44.5% | $4,175-38.2% | $4,194-38.5% |
| Participant deferral / active EE | $4,400 | $6,159-28.6% | $5,451-19.3% | $6,396-31.2% |
| Admin fee / account holder | $2,591 | $16,880-84.7% | $14,497-82.1% | $12,562-79.4% |