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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 | $97,284 | $114,013-14.7% | $103,693-6.2% | $155,188-37.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 9.61% | 49.31%-39.7pp | 47.61%-38.0pp | 148.84%-139.2pp |
| Employer contribution / active EE | $1,972 | $3,131-37.0% | $2,920-32.5% | $4,248-53.6% |
| Participant deferral / active EE | $2,381 | $4,970-52.1% | $4,579-48.0% | $6,531-63.5% |
| Admin fee / account holder | $849 | $8,407-89.9% | $7,858-89.2% | $14,480-94.1% |