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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 | $94,617 | $148,629-36.3% | $135,982-30.4% | $139,487-32.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.28% | 79.33%-63.0pp | 68.32%-52.0pp | 373.84%-357.6pp |
| Employer contribution / active EE | $2,566 | $5,247-51.1% | $4,859-47.2% | $4,755-46.0% |
| Participant deferral / active EE | $6,688 | $8,102-17.5% | $7,760-13.8% | $6,713-0.4% |
| Admin fee / account holder | $4,572 | $12,406-63.2% | $10,767-57.5% | $11,407-59.9% |