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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 | $107,636 | $154,228-30.2% | $145,433-26.0% | $137,256-21.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 22.39% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,207 | $4,804-33.2% | $4,554-29.6% | $4,156-22.8% |
| Participant deferral / active EE | $11,250 | $8,216+36.9% | $7,897+42.4% | $6,407+75.6% |
| Admin fee / account holder | $404 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |