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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 | $44,732 | $172,111-74.0% | $150,298-70.2% | $137,256-67.4% |
| Participation rate | 68.8% | 81.7%-13.0pp | 77.8%-9.0pp | 80.0%-11.2pp |
| Annual return | 19.78% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,117 | $4,636-54.3% | $4,154-49.0% | $4,156-49.1% |
| Participant deferral / active EE | $4,447 | $6,166-27.9% | $5,453-18.5% | $6,407-30.6% |
| Admin fee / account holder | $8,113 | $16,471-50.7% | $14,116-42.5% | $12,270-33.9% |