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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 | $107,212 | $156,398-31.4% | $147,318-27.2% | $138,895-22.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.20% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,409 | $4,853-29.8% | $4,593-25.8% | $4,194-18.7% |
| Participant deferral / active EE | $10,811 | $8,237+31.2% | $7,906+36.7% | $6,396+69.0% |
| Admin fee / account holder | $10,581 | $14,976-29.3% | $13,708-22.8% | $12,562-15.8% |