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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 | $102,360 | $209,336-51.1% | $197,124-48.1% | $137,256-25.4% |
| Participation rate | 55.6% | 87.3%-31.7pp | 86.7%-31.2pp | 80.0%-24.4pp |
| Annual return | 12.45% | 48.09%-35.6pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,245 | $6,591-65.9% | $6,227-63.9% | $4,156-46.0% |
| Participant deferral / active EE | $5,707 | $9,614-40.6% | $9,135-37.5% | $6,407-10.9% |
| Admin fee / account holder | $26,694 | $17,308+54.2% | $16,298+63.8% | $12,270+117.5% |