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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 | $119,562 | $223,823-46.6% | $211,142-43.4% | $154,746-22.7% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 18.37% | 50.39%-32.0pp | 46.84%-28.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $4,251 | $6,787-37.4% | $6,442-34.0% | $4,379-2.9% |
| Participant deferral / active EE | $8,050 | $9,750-17.4% | $9,284-13.3% | $6,730+19.6% |
| Admin fee / account holder | $397 | $19,707-98.0% | $19,076-97.9% | $14,365-97.2% |