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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 | $100,682 | $178,174-43.5% | $156,181-35.5% | $137,256-26.6% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 16.57% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,003 | $4,972-59.7% | $4,294-53.4% | $4,156-51.8% |
| Participant deferral / active EE | $4,680 | $6,888-32.0% | $6,132-23.7% | $6,407-26.9% |
| Admin fee / account holder | $14,430 | $17,404-17.1% | $14,586-1.1% | $12,270+17.6% |