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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 | $107,920 | $81,208+32.9% | $98,920+9.1% | $79,856+35.1% |
| Participation rate | 50.0% | 72.5%-22.5pp | 76.0%-26.0pp | 69.6%-19.6pp |
| Annual return | 11.42% | 60.99%-49.6pp | 196.47%-185.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $858 | $1,960-56.2% | $2,689-68.1% | $2,471-65.3% |
| Participant deferral / active EE | $2,571 | $3,265-21.2% | $4,245-39.4% | $3,741-31.3% |
| Admin fee / account holder | $2,868 | $6,013-52.3% | $6,643-56.8% | $5,306-46.0% |