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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 | $105,616 | $172,111-38.6% | $150,298-29.7% | $137,256-23.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 33.32% | 69.37%-36.1pp | 62.79%-29.5pp | 220.34%-187.0pp |
| Employer contribution / active EE | $3,091 | $4,636-33.3% | $4,154-25.6% | $4,156-25.6% |
| Participant deferral / active EE | $10,458 | $6,166+69.6% | $5,453+91.8% | $6,407+63.2% |
| Admin fee / account holder | $7,422 | $16,471-54.9% | $14,116-47.4% | $12,270-39.5% |