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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 | $223,823-54.3% | $211,142-51.5% | $154,746-33.9% |
| Participation rate | 55.6% | 87.9%-32.3pp | 87.3%-31.7pp | 80.7%-25.1pp |
| Annual return | 12.45% | 50.39%-37.9pp | 46.84%-34.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,245 | $6,787-66.9% | $6,442-65.1% | $4,379-48.7% |
| Participant deferral / active EE | $5,707 | $9,750-41.5% | $9,284-38.5% | $6,730-15.2% |
| Admin fee / account holder | $26,694 | $19,707+35.5% | $19,076+39.9% | $14,365+85.8% |