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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 | $72,914 | $201,259-63.8% | $184,200-60.4% | $145,959-50.0% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 14.69% | 28.98%-14.3pp | 28.80%-14.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,151 | $7,018-69.3% | $6,424-66.5% | $4,661-53.8% |
| Participant deferral / active EE | $8,428 | $9,806-14.1% | $9,132-7.7% | $6,689+26.0% |
| Admin fee / account holder | $9,802 | $16,372-40.1% | $13,907-29.5% | $13,398-26.8% |