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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 | $83,033 | $129,737-36.0% | $119,126-30.3% | $154,746-46.3% |
| Participation rate | 59.1% | 78.9%-19.8pp | 75.8%-16.7pp | 80.7%-21.6pp |
| Annual return | 20.66% | 379.08%-358.4pp | 282.11%-261.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,185 | $4,375-4.3% | $4,034+3.8% | $4,379-4.4% |
| Participant deferral / active EE | $7,666 | $5,842+31.2% | $5,318+44.1% | $6,730+13.9% |
| Admin fee / account holder | $8,365 | $11,961-30.1% | $10,693-21.8% | $14,365-41.8% |