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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 | $78,677 | $154,228-49.0% | $145,433-45.9% | $137,256-42.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.90% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,010 | $4,804-37.3% | $4,554-33.9% | $4,156-27.6% |
| Participant deferral / active EE | $6,072 | $8,216-26.1% | $7,897-23.1% | $6,407-5.2% |
| Admin fee / account holder | $25,902 | $14,344+80.6% | $13,129+97.3% | $12,270+111.1% |