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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 | $105,983 | $181,062-41.5% | $158,223-33.0% | $155,188-31.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 18.06% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,675 | $4,565-41.4% | $4,109-34.9% | $4,248-37.0% |
| Participant deferral / active EE | $11,900 | $6,134+94.0% | $5,467+117.7% | $6,531+82.2% |
| Admin fee / account holder | $316 | $18,825-98.3% | $16,047-98.0% | $14,480-97.8% |