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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 | $79,128 | $172,111-54.0% | $150,298-47.4% | $137,256-42.4% |
| Participation rate | 65.2% | 81.7%-16.5pp | 77.8%-12.5pp | 80.0%-14.7pp |
| Annual return | 13.38% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,971 | $4,636-57.5% | $4,154-52.5% | $4,156-52.6% |
| Participant deferral / active EE | $3,970 | $6,166-35.6% | $5,453-27.2% | $6,407-38.0% |
| Admin fee / account holder | $11,138 | $16,471-32.4% | $14,116-21.1% | $12,270-9.2% |