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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 | $93,856 | $178,174-47.3% | $156,181-39.9% | $137,256-31.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 12.52% | 84.19%-71.7pp | 64.87%-52.4pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,128 | $4,972-57.2% | $4,294-50.5% | $4,156-48.8% |
| Participant deferral / active EE | $7,575 | $6,888+10.0% | $6,132+23.5% | $6,407+18.2% |
| Admin fee / account holder | $15,819 | $17,404-9.1% | $14,586+8.5% | $12,270+28.9% |