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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 | $121,723 | $223,823-45.6% | $211,142-42.4% | $154,746-21.3% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 13.74% | 50.39%-36.7pp | 46.84%-33.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $18,230 | $6,787+168.6% | $6,442+183.0% | $4,379+316.3% |
| Participant deferral / active EE | $8,507 | $9,750-12.8% | $9,284-8.4% | $6,730+26.4% |
| Admin fee / account holder | $16,577 | $19,707-15.9% | $19,076-13.1% | $14,365+15.4% |