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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 | $80,079 | $211,224-62.1% | $178,505-55.1% | $145,897-45.1% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 23.94% | 30.28%-6.3pp | 27.16%-3.2pp | 552.29%-528.3pp |
| Employer contribution / active EE | $2,162 | $4,577-52.8% | $3,955-45.3% | $4,663-53.6% |
| Participant deferral / active EE | $6,559 | $6,966-5.8% | $6,280+4.4% | $6,689-1.9% |
| Admin fee / account holder | $2,203 | $12,109-81.8% | $10,428-78.9% | $13,390-83.5% |