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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 | $185,312-54.7% | $161,489-48.1% | $154,746-45.8% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 27.78% | 103.84%-76.1pp | 89.72%-61.9pp | 172.34%-144.6pp |
| Employer contribution / active EE | $7,854 | $4,769+64.7% | $4,268+84.0% | $4,379+79.4% |
| Participant deferral / active EE | $4,429 | $6,350-30.3% | $5,630-21.3% | $6,730-34.2% |
| Admin fee / account holder | $7,944 | $18,654-57.4% | $16,006-50.4% | $14,365-44.7% |