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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 | $151,993 | $223,823-32.1% | $211,142-28.0% | $154,746-1.8% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 20.60% | 50.39%-29.8pp | 46.84%-26.2pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,582 | $6,787-32.5% | $6,442-28.9% | $4,379+4.6% |
| Participant deferral / active EE | $6,061 | $9,750-37.8% | $9,284-34.7% | $6,730-9.9% |
| Admin fee / account holder | $1,336 | $19,707-93.2% | $19,076-93.0% | $14,365-90.7% |