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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 | $101,306 | $72,071+40.6% | $68,368+48.2% | $137,256-26.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 17.19% | 353.14%-336.0pp | 292.57%-275.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,534 | $2,788-9.1% | $2,649-4.3% | $4,156-39.0% |
| Participant deferral / active EE | $4,488 | $4,410+1.8% | $4,123+8.9% | $6,407-29.9% |
| Admin fee / account holder | $434 | $5,336-91.9% | $5,150-91.6% | $12,270-96.5% |