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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 | $102,348 | $78,690+30.1% | $161,489-36.6% | $87,485+17.0% |
| Participation rate | 52.4% | 67.5%-15.1pp | 78.7%-26.3pp | 68.9%-16.6pp |
| Annual return | 16.44% | 32.74%-16.3pp | 89.72%-73.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,277 | $2,588-12.0% | $4,268-46.6% | $2,596-12.3% |
| Participant deferral / active EE | $2,568 | $3,311-22.4% | $5,630-54.4% | $4,274-39.9% |
| Admin fee / account holder | $1,767 | $6,724-73.7% | $16,006-89.0% | $7,775-77.3% |