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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 | $120,261 | $209,336-42.6% | $197,124-39.0% | $137,256-12.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.43% | 48.09%-33.7pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,677 | $6,591-59.4% | $6,227-57.0% | $4,156-35.6% |
| Participant deferral / active EE | $5,391 | $9,614-43.9% | $9,135-41.0% | $6,407-15.9% |
| Admin fee / account holder | $2,077 | $17,308-88.0% | $16,298-87.3% | $12,270-83.1% |