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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 | $62,118 | $97,125-36.0% | $86,233-28.0% | $137,256-54.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 16.90% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,165 | $2,841+46.6% | $2,504+66.3% | $4,156+0.2% |
| Participant deferral / active EE | $4,915 | $5,180-5.1% | $4,559+7.8% | $6,407-23.3% |
| Admin fee / account holder | $8,956 | $9,725-7.9% | $8,342+7.4% | $12,270-27.0% |