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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 | $100,844 | $165,939-39.2% | $122,354-17.6% | $147,586-31.7% |
| Participation rate | 62.5% | 79.6%-17.1pp | 71.6%-9.1pp | 82.8%-20.3pp |
| Annual return | 17.35% | 34.56%-17.2pp | 30.28%-12.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,385 | $5,754-58.6% | $4,051-41.1% | $4,876-51.1% |
| Participant deferral / active EE | $8,260 | $4,005+106.2% | $3,287+151.3% | $5,439+51.9% |
| Admin fee / account holder | $447 | $7,425-94.0% | $5,479-91.8% | $10,886-95.9% |