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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 | $111,628 | $98,766+13.0% | $149,730-25.4% | $79,852+39.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 18.22% | 27.43%-9.2pp | 276.70%-258.5pp | 31.72%-13.5pp |
| Employer contribution / active EE | $3,030 | $3,217-5.8% | $4,645-34.8% | $2,471+22.6% |
| Participant deferral / active EE | $7,834 | $5,681+37.9% | $6,843+14.5% | $3,740+109.5% |
| Admin fee / account holder | $10,136 | $6,052+67.5% | $9,310+8.9% | $5,306+91.0% |