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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 | $81,464 | $183,592-55.6% | $155,574-47.6% | $145,877-44.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 9.98% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,820 | $5,317-47.0% | $4,676-39.7% | $4,663-39.5% |
| Participant deferral / active EE | $3,628 | $6,466-43.9% | $5,629-35.6% | $6,691-45.8% |
| Admin fee / account holder | $14,875 | $19,316-23.0% | $15,914-6.5% | $13,402+11.0% |