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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 | $107,361 | $223,823-52.0% | $211,142-49.2% | $154,746-30.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 14.56% | 50.39%-35.8pp | 46.84%-32.3pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,047 | $6,787-69.8% | $6,442-68.2% | $4,379-53.3% |
| Participant deferral / active EE | $3,916 | $9,750-59.8% | $9,284-57.8% | $6,730-41.8% |
| Admin fee / account holder | $33,586 | $19,707+70.4% | $19,076+76.1% | $14,365+133.8% |