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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 | $77,729 | $111,814-30.5% | $103,378-24.8% | $145,978-46.8% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.24% | 24.80%-11.6pp | 24.91%-11.7pp | 550.52%-537.3pp |
| Employer contribution / active EE | $5,640 | $4,215+33.8% | $3,870+45.7% | $4,662+21.0% |
| Participant deferral / active EE | $5,845 | $5,618+4.0% | $5,058+15.6% | $6,690-12.6% |
| Admin fee / account holder | $831 | $9,764-91.5% | $8,401-90.1% | $13,400-93.8% |