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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 | $74,633 | $183,516-59.3% | $155,534-52.0% | $145,884-48.8% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 15.86% | 61.43%-45.6pp | 64.92%-49.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,273 | $5,315-57.2% | $4,675-51.4% | $4,662-51.3% |
| Participant deferral / active EE | $3,586 | $6,467-44.5% | $5,630-36.3% | $6,690-46.4% |
| Admin fee / account holder | $2,034 | $19,293-89.5% | $15,900-87.2% | $13,392-84.8% |