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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 | $108,586 | $154,228-29.6% | $145,433-25.3% | $137,256-20.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 23.29% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,335 | $4,804-30.6% | $4,554-26.8% | $4,156-19.8% |
| Participant deferral / active EE | $13,063 | $8,216+59.0% | $7,897+65.4% | $6,407+103.9% |
| Admin fee / account holder | $18,733 | $14,344+30.6% | $13,129+42.7% | $12,270+52.7% |