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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 | $227,291-54.4% | $214,702-51.8% | $155,188-33.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 19.28% | 60.08%-40.8pp | 54.55%-35.3pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,160 | $6,772-68.1% | $6,461-66.6% | $4,248-49.2% |
| Participant deferral / active EE | $5,179 | $9,582-45.9% | $9,147-43.4% | $6,531-20.7% |
| Admin fee / account holder | $645 | $20,413-96.8% | $19,830-96.7% | $14,480-95.5% |