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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 | $201,344-49.6% | $184,243-44.9% | $145,877-30.4% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 18.93% | 29.01%-10.1pp | 28.82%-9.9pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,708 | $7,022-61.4% | $6,427-57.9% | $4,663-41.9% |
| Participant deferral / active EE | $14,004 | $9,807+42.8% | $9,132+53.3% | $6,691+109.3% |
| Admin fee / account holder | $884 | $16,382-94.6% | $13,914-93.6% | $13,402-93.4% |