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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 | $78,163 | $182,442-57.2% | $163,379-52.2% | $138,895-43.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 16.23% | 72.74%-56.5pp | 63.41%-47.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,924 | $4,159-29.7% | $3,752-22.1% | $4,194-30.3% |
| Participant deferral / active EE | $13,521 | $6,817+98.3% | $6,282+115.2% | $6,396+111.4% |
| Admin fee / account holder | $15,037 | $10,396+44.6% | $9,818+53.2% | $12,562+19.7% |