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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 | $107,437 | $64,324+67.0% | $118,914-9.7% | $79,856+34.5% |
| Participation rate | 58.6% | 64.9%-6.2pp | 75.4%-16.8pp | 69.6%-11.0pp |
| Annual return | 15.27% | 86.45%-71.2pp | 35.89%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,961 | $1,836+61.2% | $3,264-9.3% | $2,471+19.8% |
| Participant deferral / active EE | $3,218 | $2,824+14.0% | $4,266-24.6% | $3,741-14.0% |
| Admin fee / account holder | $10,038 | $4,040+148.5% | $6,582+52.5% | $5,306+89.2% |