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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 | $83,690 | $201,372-58.4% | $184,260-54.6% | $145,884-42.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 14.09% | 29.04%-14.9pp | 28.84%-14.7pp | 551.85%-537.8pp |
| Employer contribution / active EE | $4,031 | $7,024-42.6% | $6,427-37.3% | $4,662-13.5% |
| Participant deferral / active EE | $7,585 | $9,808-22.7% | $9,133-16.9% | $6,690+13.4% |
| Admin fee / account holder | $308 | $16,362-98.1% | $13,898-97.8% | $13,392-97.7% |