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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 | $99,334 | $162,136-38.7% | $152,301-34.8% | $154,746-35.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.98% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,661 | $4,890-45.6% | $4,624-42.4% | $4,379-39.2% |
| Participant deferral / active EE | $13,054 | $8,341+56.5% | $8,004+63.1% | $6,730+94.0% |
| Admin fee / account holder | $11,976 | $15,759-24.0% | $14,398-16.8% | $14,365-16.6% |