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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 | $98,225 | $78,423+25.3% | $95,964+2.4% | $79,856+23.0% |
| Participation rate | 63.8% | 73.5%-9.7pp | 77.1%-13.3pp | 69.6%-5.8pp |
| Annual return | 24.97% | 19.37%+5.6pp | 91.64%-66.7pp | 31.71%-6.7pp |
| Employer contribution / active EE | $17,249 | $1,945+786.6% | $2,541+578.7% | $2,471+598.0% |
| Participant deferral / active EE | $2,134 | $3,440-38.0% | $4,167-48.8% | $3,741-43.0% |
| Admin fee / account holder | $3,639 | $5,622-35.3% | $6,797-46.5% | $5,306-31.4% |