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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 | $83,940 | $169,356-50.4% | $129,406-35.1% | $145,897-42.5% |
| Participation rate | 56.3% | 76.5%-20.3pp | 69.6%-13.4pp | 80.3%-24.1pp |
| Annual return | 14.01% | 14418.62%-14404.6pp | 9468.18%-9454.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,679 | $5,542-51.7% | $4,155-35.5% | $4,663-42.5% |
| Participant deferral / active EE | $5,092 | $4,987+2.1% | $4,167+22.2% | $6,689-23.9% |
| Admin fee / account holder | $2,285 | $9,915-77.0% | $7,689-70.3% | $13,390-82.9% |