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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 | $87,376 | $165,381-47.2% | $149,730-41.6% | $158,966-45.0% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 15.20% | 348.29%-333.1pp | 276.70%-261.5pp | 302.95%-287.7pp |
| Employer contribution / active EE | $3,116 | $5,104-38.9% | $4,645-32.9% | $4,762-34.6% |
| Participant deferral / active EE | $7,998 | $7,182+11.4% | $6,843+16.9% | $5,983+33.7% |
| Admin fee / account holder | $2,995 | $10,809-72.3% | $9,310-67.8% | $11,250-73.4% |