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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 | $69,952 | $197,625-64.6% | $177,840-60.7% | $158,966-56.0% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 16.21% | 58.76%-42.6pp | 48.32%-32.1pp | 302.95%-286.7pp |
| Employer contribution / active EE | $4,690 | $6,698-30.0% | $5,919-20.8% | $4,762-1.5% |
| Participant deferral / active EE | $4,658 | $8,405-44.6% | $7,714-39.6% | $5,983-22.1% |
| Admin fee / account holder | $9,626 | $15,405-37.5% | $12,431-22.6% | $11,250-14.4% |