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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 | $79,216 | $183,627-56.9% | $155,602-49.1% | $145,978-45.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 25.00% | 61.32%-36.3pp | 64.81%-39.8pp | 550.52%-525.5pp |
| Employer contribution / active EE | $2,515 | $5,316-52.7% | $4,675-46.2% | $4,662-46.0% |
| Participant deferral / active EE | $4,474 | $6,466-30.8% | $5,629-20.5% | $6,690-33.1% |
| Admin fee / account holder | $1,291 | $19,327-93.3% | $15,923-91.9% | $13,400-90.4% |