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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 | $114,415 | $201,370-43.2% | $184,256-37.9% | $145,897-21.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 22.83% | 29.05%-6.2pp | 28.85%-6.0pp | 552.29%-529.5pp |
| Employer contribution / active EE | $4,264 | $7,024-39.3% | $6,427-33.7% | $4,663-8.5% |
| Participant deferral / active EE | $5,008 | $9,808-48.9% | $9,133-45.2% | $6,689-25.1% |
| Admin fee / account holder | $7,485 | $16,364-54.3% | $13,899-46.1% | $13,390-44.1% |