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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 | $80,527 | $227,291-64.6% | $214,702-62.5% | $155,188-48.1% |
| Participation rate | 57.1% | 88.0%-30.8pp | 87.5%-30.3pp | 80.8%-23.7pp |
| Annual return | 13.88% | 60.08%-46.2pp | 54.55%-40.7pp | 148.84%-135.0pp |
| Employer contribution / active EE | $3,254 | $6,772-52.0% | $6,461-49.6% | $4,248-23.4% |
| Participant deferral / active EE | $7,181 | $9,582-25.1% | $9,147-21.5% | $6,531+9.9% |
| Admin fee / account holder | $690 | $20,413-96.6% | $19,830-96.5% | $14,480-95.2% |