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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 | $82,129 | $183,516-55.2% | $155,534-47.2% | $145,884-43.7% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 10.11% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $7,541 | $5,315+41.9% | $4,675+61.3% | $4,662+61.7% |
| Participant deferral / active EE | $4,757 | $6,467-26.4% | $5,630-15.5% | $6,690-28.9% |
| Admin fee / account holder | $4,592 | $19,293-76.2% | $15,900-71.1% | $13,392-65.7% |