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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 | $83,946 | $157,296-46.6% | $141,191-40.5% | $152,897-45.1% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 25.28% | 64.34%-39.1pp | 71.41%-46.1pp | 345.43%-320.2pp |
| Employer contribution / active EE | $3,689 | $5,262-29.9% | $4,736-22.1% | $4,764-22.6% |
| Participant deferral / active EE | $7,998 | $7,111+12.5% | $6,710+19.2% | $5,851+36.7% |
| Admin fee / account holder | $1,651 | $12,125-86.4% | $10,264-83.9% | $11,599-85.8% |