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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 | $121,936 | $108,882+12.0% | $96,754+26.0% | $154,746-21.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 18.45% | 98.39%-79.9pp | 82.04%-63.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,755 | $3,018+24.4% | $2,679+40.1% | $4,379-14.3% |
| Participant deferral / active EE | $5,158 | $5,323-3.1% | $4,758+8.4% | $6,730-23.4% |
| Admin fee / account holder | $3,331 | $10,200-67.3% | $8,905-62.6% | $14,365-76.8% |