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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 | $105,343 | $132,099-20.3% | $115,599-8.9% | $138,895-24.2% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.3%-10.6pp | 79.9%-16.3pp |
| Annual return | 17.22% | 176.76%-159.5pp | 111.10%-93.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,836 | $3,416-46.3% | $2,955-37.9% | $4,194-56.2% |
| Participant deferral / active EE | $7,012 | $5,617+24.8% | $4,889+43.4% | $6,396+9.6% |
| Admin fee / account holder | $2,254 | $15,650-85.6% | $12,841-82.4% | $12,562-82.1% |