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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 | $72,831 | $110,337-34.0% | $102,383-28.9% | $145,877-50.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 10.21% | 24.83%-14.6pp | 24.94%-14.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $4,925 | $4,216+16.8% | $3,870+27.2% | $4,663+5.6% |
| Participant deferral / active EE | $9,102 | $5,621+61.9% | $5,060+79.9% | $6,691+36.0% |
| Admin fee / account holder | $39,059 | $9,750+300.6% | $8,391+365.5% | $13,402+191.4% |