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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 | $84,992 | $157,296-46.0% | $141,191-39.8% | $152,897-44.4% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 28.09% | 64.34%-36.2pp | 71.41%-43.3pp | 345.43%-317.3pp |
| Employer contribution / active EE | $2,543 | $5,262-51.7% | $4,736-46.3% | $4,764-46.6% |
| Participant deferral / active EE | $2,996 | $7,111-57.9% | $6,710-55.3% | $5,851-48.8% |
| Admin fee / account holder | $954 | $12,125-92.1% | $10,264-90.7% | $11,599-91.8% |