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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 | $106,738 | $174,379-38.8% | $152,093-29.8% | $138,895-23.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.11% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,335 | $4,652-71.3% | $4,175-68.0% | $4,194-68.2% |
| Participant deferral / active EE | $9,198 | $6,159+49.3% | $5,451+68.7% | $6,396+43.8% |
| Admin fee / account holder | $1,913 | $16,880-88.7% | $14,497-86.8% | $12,562-84.8% |