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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 | $73,443 | $154,228-52.4% | $145,433-49.5% | $137,256-46.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,160 | $4,804-34.2% | $4,554-30.6% | $4,156-24.0% |
| Participant deferral / active EE | $9,247 | $8,216+12.5% | $7,897+17.1% | $6,407+44.3% |
| Admin fee / account holder | $11,442 | $14,344-20.2% | $13,129-12.9% | $12,270-6.8% |