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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 | $81,039 | $201,370-59.8% | $184,256-56.0% | $145,897-44.5% |
| Participation rate | 36.4% | 87.5%-51.1pp | 86.8%-50.5pp | 80.3%-43.9pp |
| Annual return | 13.40% | 29.05%-15.6pp | 28.85%-15.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,405 | $7,024-65.8% | $6,427-62.6% | $4,663-48.4% |
| Participant deferral / active EE | $7,505 | $9,808-23.5% | $9,133-17.8% | $6,689+12.2% |
| Admin fee / account holder | $2,328 | $16,364-85.8% | $13,899-83.2% | $13,390-82.6% |