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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 | $174,379-51.9% | $152,093-44.9% | $138,895-39.6% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 27.78% | 74.86%-47.1pp | 66.36%-38.6pp | 145.39%-117.6pp |
| Employer contribution / active EE | $7,854 | $4,652+68.8% | $4,175+88.1% | $4,194+87.3% |
| Participant deferral / active EE | $4,429 | $6,159-28.1% | $5,451-18.8% | $6,396-30.8% |
| Admin fee / account holder | $7,944 | $16,880-52.9% | $14,497-45.2% | $12,562-36.8% |