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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 | $102,023 | $134,817-24.3% | $123,973-17.7% | $155,188-34.3% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.7%-7.9pp | 80.8%-12.1pp |
| Annual return | 13.27% | 515.49%-502.2pp | 388.13%-374.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $3,010 | $4,425-32.0% | $4,126-27.0% | $4,248-29.1% |
| Participant deferral / active EE | $12,170 | $5,706+113.3% | $5,247+131.9% | $6,531+86.3% |
| Admin fee / account holder | $12,795 | $13,245-3.4% | $11,799+8.4% | $14,480-11.6% |