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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 | $80,136 | $162,821-50.8% | $133,978-40.2% | $158,982-49.6% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 12.16% | 41.95%-29.8pp | 45.10%-32.9pp | 302.99%-290.8pp |
| Employer contribution / active EE | $2,840 | $4,976-42.9% | $3,919-27.5% | $4,763-40.4% |
| Participant deferral / active EE | $6,292 | $5,910+6.5% | $5,047+24.7% | $5,983+5.2% |
| Admin fee / account holder | $319 | $11,742-97.3% | $8,930-96.4% | $11,252-97.2% |