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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 | $59,052 | $156,398-62.2% | $147,318-59.9% | $138,895-57.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.17% | 78.75%-58.6pp | 70.43%-50.3pp | 145.39%-125.2pp |
| Employer contribution / active EE | $4,168 | $4,853-14.1% | $4,593-9.3% | $4,194-0.6% |
| Participant deferral / active EE | $7,043 | $8,237-14.5% | $7,906-10.9% | $6,396+10.1% |
| Admin fee / account holder | $18,435 | $14,976+23.1% | $13,708+34.5% | $12,562+46.8% |