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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 | $107,465 | $227,399-52.7% | $189,758-43.4% | $198,609-45.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 15.50% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $1,690 | $5,526-69.4% | $4,767-64.5% | $5,055-66.6% |
| Participant deferral / active EE | $3,525 | $6,837-48.4% | $5,856-39.8% | $6,977-49.5% |
| Admin fee / account holder | $6,212 | $25,162-75.3% | $20,388-69.5% | $19,030-67.4% |