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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 | $114,404 | $154,228-25.8% | $145,433-21.3% | $137,256-16.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.87% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,351 | $4,804-51.1% | $4,554-48.4% | $4,156-43.4% |
| Participant deferral / active EE | $7,027 | $8,216-14.5% | $7,897-11.0% | $6,407+9.7% |
| Admin fee / account holder | $2,986 | $14,344-79.2% | $13,129-77.3% | $12,270-75.7% |