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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 | $100,407 | $156,398-35.8% | $147,318-31.8% | $138,895-27.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 15.20% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,566 | $4,853-67.7% | $4,593-65.9% | $4,194-62.7% |
| Participant deferral / active EE | $5,751 | $8,237-30.2% | $7,906-27.3% | $6,396-10.1% |
| Admin fee / account holder | $16,857 | $14,976+12.6% | $13,708+23.0% | $12,562+34.2% |