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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 | $73,329 | $148,629-50.7% | $135,982-46.1% | $139,487-47.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 20.17% | 79.33%-59.2pp | 68.32%-48.2pp | 373.84%-353.7pp |
| Employer contribution / active EE | $2,980 | $5,247-43.2% | $4,859-38.7% | $4,755-37.3% |
| Participant deferral / active EE | $7,952 | $8,102-1.9% | $7,760+2.5% | $6,713+18.5% |
| Admin fee / account holder | $1,480 | $12,406-88.1% | $10,767-86.3% | $11,407-87.0% |