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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 | $211,239-63.7% | $178,528-57.1% | $145,877-47.5% |
| Participation rate | 38.9% | 80.8%-41.9pp | 77.1%-38.2pp | 80.3%-41.4pp |
| Annual return | 19.59% | 30.22%-10.6pp | 27.11%-7.5pp | 551.28%-531.7pp |
| Employer contribution / active EE | $974 | $4,570-78.7% | $3,950-75.3% | $4,663-79.1% |
| Participant deferral / active EE | $1,467 | $6,963-78.9% | $6,278-76.6% | $6,691-78.1% |
| Admin fee / account holder | $16,335 | $12,095+35.1% | $10,419+56.8% | $13,402+21.9% |