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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 | $107,102 | $181,062-40.8% | $158,223-32.3% | $155,188-31.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 14.60% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,142 | $4,565-31.2% | $4,109-23.5% | $4,248-26.0% |
| Participant deferral / active EE | $15,648 | $6,134+155.1% | $5,467+186.2% | $6,531+139.6% |
| Admin fee / account holder | $7,319 | $18,825-61.1% | $16,047-54.4% | $14,480-49.5% |