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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 | $108,704 | $78,690+38.1% | $161,489-32.7% | $87,485+24.3% |
| Participation rate | 66.3% | 67.5%-1.2pp | 78.7%-12.4pp | 68.9%-2.7pp |
| Annual return | 19.96% | 32.74%-12.8pp | 89.72%-69.8pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,364 | $2,588-47.3% | $4,268-68.0% | $2,596-47.5% |
| Participant deferral / active EE | $5,457 | $3,311+64.8% | $5,630-3.1% | $4,274+27.7% |
| Admin fee / account holder | $16,320 | $6,724+142.7% | $16,006+2.0% | $7,775+109.9% |