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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 | $104,303 | $181,062-42.4% | $158,223-34.1% | $155,188-32.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 15.47% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.4pp |
| Employer contribution / active EE | $8,000 | $4,565+75.3% | $4,109+94.7% | $4,248+88.3% |
| Participant deferral / active EE | $17,667 | $6,134+188.0% | $5,467+223.2% | $6,531+170.5% |
| Admin fee / account holder | $401 | $18,825-97.9% | $16,047-97.5% | $14,480-97.2% |