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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 | $105,816 | $183,627-42.4% | $155,602-32.0% | $145,978-27.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 11.61% | 61.32%-49.7pp | 64.81%-53.2pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,740 | $5,316-48.5% | $4,675-41.4% | $4,662-41.2% |
| Participant deferral / active EE | $6,786 | $6,466+5.0% | $5,629+20.6% | $6,690+1.4% |
| Admin fee / account holder | $10,752 | $19,327-44.4% | $15,923-32.5% | $13,400-19.8% |