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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 | $82,102 | $183,516-55.3% | $155,534-47.2% | $145,884-43.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.82% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,531 | $5,315-71.2% | $4,675-67.3% | $4,662-67.2% |
| Participant deferral / active EE | $6,172 | $6,467-4.6% | $5,630+9.6% | $6,690-7.7% |
| Admin fee / account holder | $14,023 | $19,293-27.3% | $15,900-11.8% | $13,392+4.7% |