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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 | $101,501 | $201,370-49.6% | $184,256-44.9% | $145,897-30.4% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 18.93% | 29.05%-10.1pp | 28.85%-9.9pp | 552.29%-533.4pp |
| Employer contribution / active EE | $2,708 | $7,024-61.4% | $6,427-57.9% | $4,663-41.9% |
| Participant deferral / active EE | $14,004 | $9,808+42.8% | $9,133+53.3% | $6,689+109.4% |
| Admin fee / account holder | $884 | $16,364-94.6% | $13,899-93.6% | $13,390-93.4% |