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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 | $89,002 | $172,111-48.3% | $150,298-40.8% | $137,256-35.2% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 20.53% | 69.37%-48.8pp | 62.79%-42.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $12,729 | $4,636+174.6% | $4,154+206.4% | $4,156+206.3% |
| Participant deferral / active EE | $7,807 | $6,166+26.6% | $5,453+43.2% | $6,407+21.9% |
| Admin fee / account holder | $1,086 | $16,471-93.4% | $14,116-92.3% | $12,270-91.2% |