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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 | $97,318 | $254,759-61.8% | $216,567-55.1% | $198,609-51.0% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 13.39% | 10.04%+3.3pp | 12.94%+0.4pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,760 | $6,096-54.7% | $5,216-47.1% | $5,055-45.4% |
| Participant deferral / active EE | $4,398 | $6,948-36.7% | $6,191-29.0% | $6,977-37.0% |
| Admin fee / account holder | $11,316 | $26,311-57.0% | $21,981-48.5% | $19,030-40.5% |