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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 | $103,555 | $209,336-50.5% | $197,124-47.5% | $137,256-24.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 19.28% | 48.09%-28.8pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,160 | $6,591-67.2% | $6,227-65.3% | $4,156-48.0% |
| Participant deferral / active EE | $5,179 | $9,614-46.1% | $9,135-43.3% | $6,407-19.2% |
| Admin fee / account holder | $645 | $17,308-96.3% | $16,298-96.0% | $12,270-94.7% |