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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 | $97,159 | $154,228-37.0% | $145,433-33.2% | $137,256-29.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.93% | 74.59%-58.7pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,987 | $4,804-58.6% | $4,554-56.4% | $4,156-52.2% |
| Participant deferral / active EE | $2,789 | $8,216-66.1% | $7,897-64.7% | $6,407-56.5% |
| Admin fee / account holder | $3,293 | $14,344-77.0% | $13,129-74.9% | $12,270-73.2% |