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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 | $155,555-30.2% | $146,866-26.1% | $155,188-30.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 23.29% | 115.41%-92.1pp | 102.85%-79.6pp | 148.84%-125.5pp |
| Employer contribution / active EE | $3,335 | $4,647-28.2% | $4,425-24.6% | $4,248-21.5% |
| Participant deferral / active EE | $13,063 | $8,044+62.4% | $7,759+68.3% | $6,531+100.0% |
| Admin fee / account holder | $18,733 | $14,755+27.0% | $13,620+37.5% | $14,480+29.4% |