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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 | $109,311 | $209,336-47.8% | $197,124-44.5% | $137,256-20.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 22.49% | 48.09%-25.6pp | 44.34%-21.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,690 | $6,591-59.2% | $6,227-56.8% | $4,156-35.3% |
| Participant deferral / active EE | $11,307 | $9,614+17.6% | $9,135+23.8% | $6,407+76.5% |
| Admin fee / account holder | $3,980 | $17,308-77.0% | $16,298-75.6% | $12,270-67.6% |