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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 | $121,004 | $212,386-43.0% | $199,883-39.5% | $138,895-12.9% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 14.27% | 47.75%-33.5pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $4,392 | $6,625-33.7% | $6,261-29.9% | $4,194+4.7% |
| Participant deferral / active EE | $11,023 | $9,617+14.6% | $9,138+20.6% | $6,396+72.3% |
| Admin fee / account holder | $4,710 | $18,233-74.2% | $17,268-72.7% | $12,562-62.5% |