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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 | $71,090 | $99,875-28.8% | $146,866-51.6% | $86,983-18.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.5%-2.9pp |
| Annual return | 17.43% | 28.10%-10.7pp | 102.85%-85.4pp | 25.83%-8.4pp |
| Employer contribution / active EE | $6,174 | $3,224+91.5% | $4,425+39.5% | $2,584+138.9% |
| Participant deferral / active EE | $9,193 | $6,322+45.4% | $7,759+18.5% | $4,194+119.2% |
| Admin fee / account holder | $21,615 | $7,838+175.8% | $13,620+58.7% | $7,856+175.1% |