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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 | $81,111 | $172,111-52.9% | $150,298-46.0% | $137,256-40.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.70% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,000 | $4,636-35.3% | $4,154-27.8% | $4,156-27.8% |
| Participant deferral / active EE | $6,096 | $6,166-1.1% | $5,453+11.8% | $6,407-4.9% |
| Admin fee / account holder | $3,986 | $16,471-75.8% | $14,116-71.8% | $12,270-67.5% |