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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 | $110,283 | $154,228-28.5% | $145,433-24.2% | $137,256-19.7% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 20.48% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,965 | $4,804-17.5% | $4,554-13.0% | $4,156-4.6% |
| Participant deferral / active EE | $8,538 | $8,216+3.9% | $7,897+8.1% | $6,407+33.3% |
| Admin fee / account holder | $13,938 | $14,344-2.8% | $13,129+6.2% | $12,270+13.6% |