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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 | $107,641 | $154,228-30.2% | $145,433-26.0% | $137,256-21.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.36% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,692 | $4,804-23.1% | $4,554-18.9% | $4,156-11.2% |
| Participant deferral / active EE | $8,750 | $8,216+6.5% | $7,897+10.8% | $6,407+36.6% |
| Admin fee / account holder | $1,400 | $14,344-90.2% | $13,129-89.3% | $12,270-88.6% |