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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 | $105,616 | $185,312-43.0% | $161,489-34.6% | $154,746-31.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 33.32% | 103.84%-70.5pp | 89.72%-56.4pp | 172.34%-139.0pp |
| Employer contribution / active EE | $3,091 | $4,769-35.2% | $4,268-27.6% | $4,379-29.4% |
| Participant deferral / active EE | $10,458 | $6,350+64.7% | $5,630+85.8% | $6,730+55.4% |
| Admin fee / account holder | $7,422 | $18,654-60.2% | $16,006-53.6% | $14,365-48.3% |