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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 | $109,242 | $157,296-30.6% | $141,191-22.6% | $152,897-28.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 22.51% | 64.34%-41.8pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $3,406 | $5,262-35.3% | $4,736-28.1% | $4,764-28.5% |
| Participant deferral / active EE | $6,948 | $7,111-2.3% | $6,710+3.6% | $5,851+18.8% |
| Admin fee / account holder | $7,619 | $12,125-37.2% | $10,264-25.8% | $11,599-34.3% |