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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 | $110,449 | $156,398-29.4% | $147,318-25.0% | $138,895-20.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 12.27% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,965 | $4,853-59.5% | $4,593-57.2% | $4,194-53.1% |
| Participant deferral / active EE | $4,275 | $8,237-48.1% | $7,906-45.9% | $6,396-33.2% |
| Admin fee / account holder | $2,112 | $14,976-85.9% | $13,708-84.6% | $12,562-83.2% |