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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 | $103,093 | $209,336-50.8% | $197,124-47.7% | $137,256-24.9% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 16.87% | 48.09%-31.2pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,061 | $6,591-53.5% | $6,227-50.8% | $4,156-26.3% |
| Participant deferral / active EE | $4,131 | $9,614-57.0% | $9,135-54.8% | $6,407-35.5% |
| Admin fee / account holder | $127,356 | $17,308+635.8% | $16,298+681.4% | $12,270+937.9% |