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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 | $30,768 | $212,386-85.5% | $199,883-84.6% | $138,895-77.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 23.04% | 47.75%-24.7pp | 43.81%-20.8pp | 145.39%-122.4pp |
| Employer contribution / active EE | $4,783 | $6,625-27.8% | $6,261-23.6% | $4,194+14.0% |
| Participant deferral / active EE | $6,602 | $9,617-31.4% | $9,138-27.8% | $6,396+3.2% |
| Admin fee / account holder | $12,887 | $18,233-29.3% | $17,268-25.4% | $12,562+2.6% |