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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 | $57,681 | $157,276-63.3% | $141,177-59.1% | $152,885-62.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 17.32% | 64.33%-47.0pp | 71.40%-54.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $4,022 | $5,262-23.6% | $4,736-15.1% | $4,763-15.6% |
| Participant deferral / active EE | $6,471 | $7,110-9.0% | $6,710-3.6% | $5,851+10.6% |
| Admin fee / account holder | $12,572 | $12,123+3.7% | $10,263+22.5% | $11,598+8.4% |