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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 | $101,881 | $185,312-45.0% | $161,489-36.9% | $154,746-34.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 13.74% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,570 | $4,769-67.1% | $4,268-63.2% | $4,379-64.2% |
| Participant deferral / active EE | $8,962 | $6,350+41.1% | $5,630+59.2% | $6,730+33.2% |
| Admin fee / account holder | $391 | $18,654-97.9% | $16,006-97.6% | $14,365-97.3% |