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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 | $102,406 | $174,379-41.3% | $152,093-32.7% | $138,895-26.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.19% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,518 | $4,652-45.9% | $4,175-39.7% | $4,194-40.0% |
| Participant deferral / active EE | $9,541 | $6,159+54.9% | $5,451+75.0% | $6,396+49.2% |
| Admin fee / account holder | $10,266 | $16,880-39.2% | $14,497-29.2% | $12,562-18.3% |