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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 | $79,024 | $111,814-29.3% | $103,374-23.6% | $145,959-45.9% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 18.43% | 24.77%-6.3pp | 24.89%-6.5pp | 561.95%-543.5pp |
| Employer contribution / active EE | $2,545 | $4,214-39.6% | $3,869-34.2% | $4,661-45.4% |
| Participant deferral / active EE | $7,257 | $5,618+29.2% | $5,058+43.5% | $6,689+8.5% |
| Admin fee / account holder | $8,317 | $9,754-14.7% | $8,394-0.9% | $13,398-37.9% |