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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 | $112,058 | $201,259-44.3% | $184,200-39.2% | $145,959-23.2% |
| Participation rate | 47.6% | 87.5%-39.9pp | 86.8%-39.2pp | 80.3%-32.7pp |
| Annual return | 16.60% | 28.98%-12.4pp | 28.80%-12.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $2,450 | $7,018-65.1% | $6,424-61.9% | $4,661-47.4% |
| Participant deferral / active EE | $3,451 | $9,806-64.8% | $9,132-62.2% | $6,689-48.4% |
| Admin fee / account holder | $6,161 | $16,372-62.4% | $13,907-55.7% | $13,398-54.0% |