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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 | $212,386-51.5% | $199,883-48.4% | $138,895-25.8% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 16.87% | 47.75%-30.9pp | 43.81%-26.9pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,061 | $6,625-53.8% | $6,261-51.1% | $4,194-27.0% |
| Participant deferral / active EE | $4,131 | $9,617-57.0% | $9,138-54.8% | $6,396-35.4% |
| Admin fee / account holder | $127,356 | $18,233+598.5% | $17,268+637.5% | $12,562+913.8% |