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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 | $106,771 | $212,386-49.7% | $199,883-46.6% | $138,895-23.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 13.56% | 47.75%-34.2pp | 43.81%-30.2pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,000 | $9,617+24.8% | $9,138+31.3% | $6,396+87.6% |
| Admin fee / account holder | $911 | $18,233-95.0% | $17,268-94.7% | $12,562-92.7% |