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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 | $104,519 | $154,228-32.2% | $145,433-28.1% | $137,256-23.9% |
| Participation rate | 54.2% | 83.8%-29.6pp | 82.1%-28.0pp | 80.0%-25.8pp |
| Annual return | 13.08% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,813 | $4,804-41.4% | $4,554-38.2% | $4,156-32.3% |
| Participant deferral / active EE | $8,147 | $8,216-0.8% | $7,897+3.2% | $6,407+27.2% |
| Admin fee / account holder | $22,015 | $14,344+53.5% | $13,129+67.7% | $12,270+79.4% |