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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 | $156,398-31.2% | $147,318-26.9% | $138,895-22.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 22.39% | 78.75%-56.4pp | 70.43%-48.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $3,207 | $4,853-33.9% | $4,593-30.2% | $4,194-23.5% |
| Participant deferral / active EE | $11,250 | $8,237+36.6% | $7,906+42.3% | $6,396+75.9% |
| Admin fee / account holder | $404 | $14,976-97.3% | $13,708-97.1% | $12,562-96.8% |