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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 | $81,154 | $99,053-18.1% | $88,179-8.0% | $138,895-41.6% |
| Participation rate | 38.9% | 74.2%-35.4pp | 69.1%-30.3pp | 79.9%-41.0pp |
| Annual return | 15.21% | 78.17%-63.0pp | 64.97%-49.8pp | 145.39%-130.2pp |
| Employer contribution / active EE | $837 | $2,882-70.9% | $2,549-67.2% | $4,194-80.0% |
| Participant deferral / active EE | $2,292 | $5,225-56.1% | $4,614-50.3% | $6,396-64.2% |
| Admin fee / account holder | $15,305 | $8,748+74.9% | $7,673+99.5% | $12,562+21.8% |