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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 | $107,800 | $174,379-38.2% | $152,093-29.1% | $138,895-22.4% |
| Participation rate | 68.8% | 81.6%-12.9pp | 77.8%-9.0pp | 79.9%-11.2pp |
| Annual return | 15.77% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,252 | $4,652-30.1% | $4,175-22.1% | $4,194-22.5% |
| Participant deferral / active EE | $8,230 | $6,159+33.6% | $5,451+51.0% | $6,396+28.7% |
| Admin fee / account holder | $8,580 | $16,880-49.2% | $14,497-40.8% | $12,562-31.7% |