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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 | $41,083 | $115,917-64.6% | $100,535-59.1% | $158,982-74.2% |
| Participation rate | 53.8% | 81.6%-27.8pp | 79.4%-25.6pp | 82.0%-28.1pp |
| Annual return | 27.88% | 34.80%-6.9pp | 30.90%-3.0pp | 302.99%-275.1pp |
| Employer contribution / active EE | $4,121 | $4,105+0.4% | $3,419+20.5% | $4,763-13.5% |
| Participant deferral / active EE | $9,001 | $6,677+34.8% | $6,271+43.5% | $5,983+50.4% |
| Admin fee / account holder | $10,560 | $11,002-4.0% | $8,085+30.6% | $11,252-6.1% |