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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 | $64,212 | $114,013-43.7% | $103,693-38.1% | $155,188-58.6% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 13.82% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,763 | $3,131-11.8% | $2,920-5.4% | $4,248-35.0% |
| Participant deferral / active EE | $7,155 | $4,970+44.0% | $4,579+56.3% | $6,531+9.6% |
| Admin fee / account holder | $10,259 | $8,407+22.0% | $7,858+30.6% | $14,480-29.1% |