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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 | $108,133 | $156,398-30.9% | $147,318-26.6% | $138,895-22.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 12.24% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,980 | $4,853-38.6% | $4,593-35.1% | $4,194-29.0% |
| Participant deferral / active EE | $8,372 | $8,237+1.6% | $7,906+5.9% | $6,396+30.9% |
| Admin fee / account holder | $24,792 | $14,976+65.5% | $13,708+80.9% | $12,562+97.4% |