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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 | $111,874 | $181,062-38.2% | $158,223-29.3% | $155,188-27.9% |
| Participation rate | 64.3% | 82.7%-18.4pp | 79.2%-14.9pp | 80.8%-16.5pp |
| Annual return | 18.04% | 57.39%-39.3pp | 52.09%-34.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $3,063 | $4,565-32.9% | $4,109-25.5% | $4,248-27.9% |
| Participant deferral / active EE | $12,210 | $6,134+99.0% | $5,467+123.3% | $6,531+86.9% |
| Admin fee / account holder | $13,872 | $18,825-26.3% | $16,047-13.6% | $14,480-4.2% |