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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 | $104,957 | $154,228-31.9% | $145,433-27.8% | $137,256-23.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 18.24% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $9,797 | $4,804+103.9% | $4,554+115.1% | $4,156+135.7% |
| Participant deferral / active EE | $6,104 | $8,216-25.7% | $7,897-22.7% | $6,407-4.7% |
| Admin fee / account holder | $1,306 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |