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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 | $83,856 | $172,111-51.3% | $150,298-44.2% | $137,256-38.9% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 27.78% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.6pp |
| Employer contribution / active EE | $7,854 | $4,636+69.4% | $4,154+89.1% | $4,156+89.0% |
| Participant deferral / active EE | $4,429 | $6,166-28.2% | $5,453-18.8% | $6,407-30.9% |
| Admin fee / account holder | $7,944 | $16,471-51.8% | $14,116-43.7% | $12,270-35.3% |