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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 | $74,433 | $174,379-57.3% | $152,093-51.1% | $138,895-46.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.19% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $6,500 | $4,652+39.7% | $4,175+55.7% | $4,194+55.0% |
| Participant deferral / active EE | $2,007 | $6,159-67.4% | $5,451-63.2% | $6,396-68.6% |
| Admin fee / account holder | $5,260 | $16,880-68.8% | $14,497-63.7% | $12,562-58.1% |