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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 | $72,422 | $146,267-50.5% | $197,124-63.3% | $82,448-12.2% |
| Participation rate | 48.6% | 84.0%-35.4pp | 86.7%-38.1pp | 68.1%-19.5pp |
| Annual return | 18.38% | 29.61%-11.2pp | 44.34%-26.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $8,736 | $4,723+85.0% | $6,227+40.3% | $2,551+242.5% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $308 | $14,422-97.9% | $16,298-98.1% | $7,234-95.7% |