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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 | $40,872 | $182,442-77.6% | $163,379-75.0% | $138,895-70.6% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 61.05% | 72.74%-11.7pp | 63.41%-2.4pp | 145.39%-84.3pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,443 | $6,817+9.2% | $6,282+18.5% | $6,396+16.4% |
| Admin fee / account holder | $9,099 | $10,396-12.5% | $9,818-7.3% | $12,562-27.6% |