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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 | $104,716 | $117,846-11.1% | $102,434+2.2% | $145,884-28.2% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 16.61% | 31.90%-15.3pp | 29.46%-12.8pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,179 | $3,615-39.7% | $3,023-27.9% | $4,662-53.3% |
| Participant deferral / active EE | $6,707 | $5,733+17.0% | $5,055+32.7% | $6,690+0.3% |
| Admin fee / account holder | $13,433 | $13,356+0.6% | $9,462+42.0% | $13,392+0.3% |