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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 | $81,852 | $183,539-55.4% | $155,556-47.4% | $145,897-43.9% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 16.26% | 61.31%-45.0pp | 64.84%-48.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $3,075 | $5,315-42.1% | $4,675-34.2% | $4,663-34.0% |
| Participant deferral / active EE | $7,181 | $6,467+11.0% | $5,631+27.5% | $6,689+7.3% |
| Admin fee / account holder | $14,409 | $19,275-25.2% | $15,885-9.3% | $13,390+7.6% |