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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 | $227,291-46.8% | $214,702-43.6% | $155,188-22.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 14.27% | 60.08%-45.8pp | 54.55%-40.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $4,392 | $6,772-35.1% | $6,461-32.0% | $4,248+3.4% |
| Participant deferral / active EE | $11,023 | $9,582+15.0% | $9,147+20.5% | $6,531+68.8% |
| Admin fee / account holder | $4,710 | $20,413-76.9% | $19,830-76.3% | $14,480-67.5% |