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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 | $80,296 | $223,823-64.1% | $211,142-62.0% | $154,746-48.1% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 17.83% | 50.39%-32.6pp | 46.84%-29.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $4,203 | $6,787-38.1% | $6,442-34.8% | $4,379-4.0% |
| Participant deferral / active EE | $7,879 | $9,750-19.2% | $9,284-15.1% | $6,730+17.1% |
| Admin fee / account holder | $306 | $19,707-98.4% | $19,076-98.4% | $14,365-97.9% |