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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 | $62,013 | $172,111-64.0% | $150,298-58.7% | $137,256-54.8% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 27.87% | 69.37%-41.5pp | 62.79%-34.9pp | 220.34%-192.5pp |
| Employer contribution / active EE | $1,472 | $4,636-68.2% | $4,154-64.6% | $4,156-64.6% |
| Participant deferral / active EE | $7,395 | $6,166+19.9% | $5,453+35.6% | $6,407+15.4% |
| Admin fee / account holder | $9,151 | $16,471-44.4% | $14,116-35.2% | $12,270-25.4% |