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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 | $96,449 | $156,398-38.3% | $147,318-34.5% | $138,895-30.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 60.07% | 78.75%-18.7pp | 70.43%-10.4pp | 145.39%-85.3pp |
| Employer contribution / active EE | $1,315 | $4,853-72.9% | $4,593-71.4% | $4,194-68.6% |
| Participant deferral / active EE | $10,259 | $8,237+24.5% | $7,906+29.8% | $6,396+60.4% |
| Admin fee / account holder | $636 | $14,976-95.8% | $13,708-95.4% | $12,562-94.9% |