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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 | $78,064 | $182,442-57.2% | $163,379-52.2% | $138,895-43.8% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.8%-39.3pp | 79.9%-42.4pp |
| Annual return | 14.99% | 72.74%-57.7pp | 63.41%-48.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $7,023 | $4,159+68.9% | $3,752+87.2% | $4,194+67.5% |
| Participant deferral / active EE | $6,653 | $6,817-2.4% | $6,282+5.9% | $6,396+4.0% |
| Admin fee / account holder | $12,914 | $10,396+24.2% | $9,818+31.5% | $12,562+2.8% |