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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 | $108,102 | $201,344-46.3% | $184,243-41.3% | $145,877-25.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 22.24% | 29.01%-6.8pp | 28.82%-6.6pp | 551.28%-529.0pp |
| Employer contribution / active EE | $4,376 | $7,022-37.7% | $6,427-31.9% | $4,663-6.2% |
| Participant deferral / active EE | $7,901 | $9,807-19.4% | $9,132-13.5% | $6,691+18.1% |
| Admin fee / account holder | $10,005 | $16,382-38.9% | $13,914-28.1% | $13,402-25.3% |