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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 | $77,853 | $178,174-56.3% | $156,181-50.2% | $137,256-43.3% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.8%-10.4pp | 80.0%-11.5pp |
| Annual return | 14.11% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,847 | $4,972-22.6% | $4,294-10.4% | $4,156-7.4% |
| Participant deferral / active EE | $7,833 | $6,888+13.7% | $6,132+27.7% | $6,407+22.3% |
| Admin fee / account holder | $7,487 | $17,404-57.0% | $14,586-48.7% | $12,270-39.0% |