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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 | $82,602 | $196,972-58.1% | $182,262-54.7% | $198,609-58.4% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 7.09% | 158.27%-151.2pp | 140.60%-133.5pp | 202.70%-195.6pp |
| Employer contribution / active EE | $3,858 | $5,364-28.1% | $5,046-23.5% | $5,055-23.7% |
| Participant deferral / active EE | $8,100 | $8,643-6.3% | $8,276-2.1% | $6,977+16.1% |
| Admin fee / account holder | $20,818 | $18,429+13.0% | $16,712+24.6% | $19,030+9.4% |