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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 | $123,118 | $154,228-20.2% | $145,433-15.3% | $137,256-10.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.65% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,080 | $4,804-56.7% | $4,554-54.3% | $4,156-50.0% |
| Participant deferral / active EE | $14,380 | $8,216+75.0% | $7,897+82.1% | $6,407+124.4% |
| Admin fee / account holder | $434 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |