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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 | $85,824 | $174,379-50.8% | $152,093-43.6% | $138,895-38.2% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 14.85% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $4,620 | $4,652-0.7% | $4,175+10.7% | $4,194+10.2% |
| Participant deferral / active EE | $3,100 | $6,159-49.7% | $5,451-43.1% | $6,396-51.5% |
| Admin fee / account holder | $4,209 | $16,880-75.1% | $14,497-71.0% | $12,562-66.5% |