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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 | $85,425 | $212,386-59.8% | $199,883-57.3% | $138,895-38.5% |
| Participation rate | 64.7% | 87.4%-22.7pp | 86.8%-22.1pp | 79.9%-15.2pp |
| Annual return | 14.09% | 47.75%-33.7pp | 43.81%-29.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,972 | $6,625-70.2% | $6,261-68.5% | $4,194-53.0% |
| Participant deferral / active EE | $3,398 | $9,617-64.7% | $9,138-62.8% | $6,396-46.9% |
| Admin fee / account holder | $14,549 | $18,233-20.2% | $17,268-15.7% | $12,562+15.8% |