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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 | $209,336-59.2% | $197,124-56.7% | $137,256-37.8% |
| Participation rate | 64.7% | 87.3%-22.6pp | 86.7%-22.0pp | 80.0%-15.3pp |
| Annual return | 14.09% | 48.09%-34.0pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,972 | $6,591-70.1% | $6,227-68.3% | $4,156-52.6% |
| Participant deferral / active EE | $3,398 | $9,614-64.7% | $9,135-62.8% | $6,407-47.0% |
| Admin fee / account holder | $14,549 | $17,308-15.9% | $16,298-10.7% | $12,270+18.6% |