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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 | $185,312-42.8% | $161,489-34.4% | $154,746-31.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 18.06% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,675 | $4,769-43.9% | $4,268-37.3% | $4,379-38.9% |
| Participant deferral / active EE | $11,900 | $6,350+87.4% | $5,630+111.4% | $6,730+76.8% |
| Admin fee / account holder | $316 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |