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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 | $69,692 | $102,938-32.3% | $94,105-25.9% | $138,895-49.8% |
| Participation rate | 40.0% | 74.6%-34.6pp | 71.9%-31.9pp | 79.9%-39.9pp |
| Annual return | 15.48% | 250.28%-234.8pp | 204.55%-189.1pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,773 | $2,732+38.1% | $2,504+50.6% | $4,194-10.1% |
| Participant deferral / active EE | $7,433 | $4,196+77.1% | $3,881+91.5% | $6,396+16.2% |
| Admin fee / account holder | $2,298 | $6,600-65.2% | $6,199-62.9% | $12,562-81.7% |