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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 | $76,658 | $211,224-63.7% | $178,505-57.1% | $145,897-47.5% |
| Participation rate | 38.9% | 80.8%-41.9pp | 77.1%-38.2pp | 80.3%-41.4pp |
| Annual return | 19.59% | 30.28%-10.7pp | 27.16%-7.6pp | 552.29%-532.7pp |
| Employer contribution / active EE | $974 | $4,577-78.7% | $3,955-75.4% | $4,663-79.1% |
| Participant deferral / active EE | $1,467 | $6,966-78.9% | $6,280-76.6% | $6,689-78.1% |
| Admin fee / account holder | $16,335 | $12,109+34.9% | $10,428+56.6% | $13,390+22.0% |