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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 | $109,867 | $174,379-37.0% | $152,093-27.8% | $138,895-20.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 21.73% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,760 | $4,652-62.2% | $4,175-57.8% | $4,194-58.0% |
| Participant deferral / active EE | $10,931 | $6,159+77.5% | $5,451+100.5% | $6,396+70.9% |
| Admin fee / account holder | $729 | $16,880-95.7% | $14,497-95.0% | $12,562-94.2% |